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 | $24,927 | $96,635-74.2% | $86,612-71.2% | $139,434-82.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.35% | 106.41%-89.1pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $9,282 | $3,263+184.5% | $3,022+207.1% | $4,751+95.4% |
| Participant deferral / active EE | $13,659 | $4,836+182.4% | $4,438+207.8% | $6,710+103.6% |
| Admin fee / account holder | $5,592 | $6,408-12.7% | $5,614-0.4% | $11,403-51.0% |