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 | $51,842 | $167,307-69.0% | $143,757-63.9% | $134,475-61.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.89% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $25,036 | $5,619+345.5% | $4,951+405.7% | $4,740+428.2% |
| Participant deferral / active EE | $19,660 | $6,446+205.0% | $5,637+248.8% | $6,400+207.2% |
| Admin fee / account holder | $7,389 | $18,088-59.1% | $14,673-49.6% | $11,426-35.3% |