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 | $70,606-73.7% | $53,898-65.5% | $142,382-86.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.47% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,473 | $1,202+355.3% | $932+487.2% | $4,299+27.3% |
| Participant deferral / active EE | $9,090 | $2,364+284.5% | $1,826+397.7% | $6,507+39.7% |
| Admin fee / account holder | $8,461 | $2,852+196.7% | $2,491+239.7% | $12,624-33.0% |