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 3-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 | $30,751 | $70,756-56.5% | $65,493-53.0% | $142,382-78.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.61% | 1754.89%-1735.3pp | 982.45%-962.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $6,579 | $2,881+128.4% | $2,574+155.6% | $4,299+53.0% |
| Participant deferral / active EE | $23,809 | $4,637+413.4% | $3,961+501.1% | $6,507+265.9% |
| Admin fee / account holder | $31,158 | $6,559+375.0% | $5,028+519.7% | $12,624+146.8% |