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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,075 | $210,408-46.3% | $153,485-26.3% | $145,922-22.5% |
| Participation rate | 92.3% | 82.1%+10.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 6.09% | 13.37%-7.3pp | 15.65%-9.6pp | 561.29%-555.2pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,757-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,320 | $19,419-93.2% | $12,724-89.6% | $13,397-90.2% |