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 | $9,706 | $70,606-86.3% | $53,898-82.0% | $142,382-93.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 49.81% | 619.81%-570.0pp | 528.60%-478.8pp | 217.08%-167.3pp |
| Employer contribution / active EE | $6,271 | $1,202+421.7% | $932+572.8% | $4,299+45.9% |
| Participant deferral / active EE | $14,240 | $2,364+502.4% | $1,826+679.7% | $6,507+118.8% |
| Admin fee / account holder | $1,121 | $2,852-60.7% | $2,491-55.0% | $12,624-91.1% |