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 | $39,959 | $96,635-58.6% | $86,612-53.9% | $139,434-71.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.76% | 106.41%-93.7pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $11,367 | $3,263+248.4% | $3,022+276.1% | $4,751+139.3% |
| Participant deferral / active EE | $1,837 | $4,836-62.0% | $4,438-58.6% | $6,710-72.6% |
| Admin fee / account holder | $17,461 | $6,408+172.5% | $5,614+211.0% | $11,403+53.1% |