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 | $11,469 | $97,125-88.2% | $86,233-86.7% | $137,256-91.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 50.45% | 74.19%-23.7pp | 61.39%-10.9pp | 220.34%-169.9pp |
| Employer contribution / active EE | $113,041 | $2,841+3878.5% | $2,504+4413.8% | $4,156+2619.9% |
| Participant deferral / active EE | $202,832 | $5,180+3815.9% | $4,559+4348.9% | $6,407+3065.9% |
| Admin fee / account holder | $351 | $9,725-96.4% | $8,342-95.8% | $12,270-97.1% |