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 | $29,382 | $158,398-81.5% | $126,539-76.8% | $142,382-79.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.86% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $20,168 | $4,650+333.7% | $3,674+448.9% | $4,299+369.1% |
| Participant deferral / active EE | $36,345 | $4,767+662.5% | $4,083+790.2% | $6,507+458.5% |
| Admin fee / account holder | $4,083 | $6,918-41.0% | $6,065-32.7% | $12,624-67.7% |