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 6-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 | $18,598 | $67,823-72.6% | $52,425-64.5% | $137,256-86.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.47% | 219.11%-204.6pp | 302.12%-287.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,473 | $1,163+370.6% | $914+498.7% | $4,156+31.7% |
| Participant deferral / active EE | $9,090 | $2,288+297.3% | $1,790+407.7% | $6,407+41.9% |
| Admin fee / account holder | $8,461 | $2,844+197.5% | $2,495+239.1% | $12,270-31.0% |