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 8-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 | $38,036 | $108,919-65.1% | $100,391-62.1% | $145,922-73.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.81% | 57.88%-36.1pp | 49.20%-27.4pp | 561.29%-539.5pp |
| Employer contribution / active EE | $19,176 | $4,419+333.9% | $3,942+386.5% | $4,660+311.5% |
| Participant deferral / active EE | $190,341 | $8,445+2153.9% | $8,082+2255.2% | $6,688+2746.1% |
| Admin fee / account holder | $32,261 | $9,689+233.0% | $7,899+308.4% | $13,397+140.8% |