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 | $59,581 | $115,770-48.5% | $101,248-41.2% | $158,922-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.19% | 56.14%-58.3pp | 46.47%-48.7pp | 302.83%-305.0pp |
| Employer contribution / active EE | $4,593 | $4,175+10.0% | $3,660+25.5% | $4,761-3.5% |
| Participant deferral / active EE | $8,500 | $4,957+71.5% | $4,370+94.5% | $5,982+42.1% |
| Admin fee / account holder | $2,407 | $7,245-66.8% | $5,945-59.5% | $11,246-78.6% |