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 | $13,591 | $72,400-81.2% | $67,502-79.9% | $145,922-90.7% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 11.48% | 7182.46%-7171.0pp | 3512.12%-3500.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,921 | $3,069+27.8% | $2,731+43.6% | $4,660-15.8% |
| Participant deferral / active EE | $6,391 | $4,783+33.6% | $4,000+59.8% | $6,688-4.4% |
| Admin fee / account holder | $501 | $5,539-91.0% | $3,998-87.5% | $13,397-96.3% |