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 | $10,141 | $76,738-86.8% | $56,411-82.0% | $145,922-93.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.24% | 2994.23%-2986.0pp | 1701.33%-1693.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $14,271 | $1,380+934.2% | $1,039+1274.0% | $4,660+206.3% |
| Participant deferral / active EE | $16,165 | $2,623+516.4% | $1,952+728.2% | $6,688+141.7% |
| Admin fee / account holder | $8,834 | $3,334+165.0% | $2,829+212.3% | $13,397-34.1% |