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 10-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 | $52,328 | $92,703-43.6% | $82,719-36.7% | $134,475-61.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.00% | 944.92%-952.9pp | 701.18%-709.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,223 | $3,274-32.1% | $3,009-26.1% | $4,740-53.1% |
| Participant deferral / active EE | $14,000 | $4,802+191.5% | $4,395+218.5% | $6,400+118.8% |
| Admin fee / account holder | $3,756 | $5,983-37.2% | $5,329-29.5% | $11,426-67.1% |