See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,841 | $68,097-60.6% | $62,929-57.3% | $137,256-80.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.82% | 1859.11%-1837.3pp | 1063.93%-1042.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $11,588 | $2,811+312.2% | $2,505+362.7% | $4,156+178.8% |
| Participant deferral / active EE | $19,466 | $4,553+327.6% | $3,888+400.6% | $6,407+203.8% |
| Admin fee / account holder | $4,228 | $6,521-35.2% | $5,065-16.5% | $12,270-65.5% |