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 5-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 | $45,340 | $124,185-63.5% | $108,410-58.2% | $167,490-72.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.76% | 1379.64%-1360.9pp | 905.27%-886.5pp | 478.56%-459.8pp |
| Employer contribution / active EE | $33,120 | $4,187+691.1% | $3,558+830.8% | $4,837+584.6% |
| Participant deferral / active EE | $63,768 | $6,908+823.1% | $6,563+871.7% | $6,341+905.6% |
| Admin fee / account holder | $1,592 | $9,455-83.2% | $7,295-78.2% | $12,309-87.1% |