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 4-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 | $12,139 | $99,918-87.9% | $81,382-85.1% | $145,922-91.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.23% | 34.32%-17.1pp | 24.73%-7.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $6,885 | $2,978+131.2% | $2,463+179.6% | $4,660+47.8% |
| Participant deferral / active EE | $28,212 | $4,605+512.6% | $3,883+626.5% | $6,688+321.8% |
| Admin fee / account holder | $517 | $8,212-93.7% | $5,768-91.0% | $13,397-96.1% |