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 | $39,459 | $67,331-41.4% | $60,874-35.2% | $134,475-70.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.4pp |
| Annual return | -11.29% | 49.93%-61.2pp | 16.90%-28.2pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,463 | $3,096-20.5% | $2,701-8.8% | $4,740-48.0% |
| Participant deferral / active EE | $2,463 | $4,538-45.7% | $3,817-35.5% | $6,400-61.5% |
| Admin fee / account holder | $1,747 | $4,582-61.9% | $3,224-45.8% | $11,426-84.7% |