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 7-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 | $16,888 | $96,635-82.5% | $86,612-80.5% | $139,434-87.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.97% | 106.41%-95.4pp | 591.07%-580.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,393 | $3,263-57.3% | $3,022-53.9% | $4,751-70.7% |
| Participant deferral / active EE | $1,532 | $4,836-68.3% | $4,438-65.5% | $6,710-77.2% |
| Admin fee / account holder | $8,718 | $6,408+36.0% | $5,614+55.3% | $11,403-23.5% |