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 | $67,823-85.7% | $52,425-81.5% | $137,256-92.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 49.81% | 219.11%-169.3pp | 302.12%-252.3pp | 220.34%-170.5pp |
| Employer contribution / active EE | $6,271 | $1,163+439.2% | $914+585.9% | $4,156+50.9% |
| Participant deferral / active EE | $14,240 | $2,288+522.4% | $1,790+695.3% | $6,407+122.3% |
| Admin fee / account holder | $1,121 | $2,844-60.6% | $2,495-55.1% | $12,270-90.9% |