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 | $93,826 | $140,940-33.4% | $112,229-16.4% | $139,434-32.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.23% | 32.71%-25.5pp | 30.20%-23.0pp | 372.94%-365.7pp |
| Employer contribution / active EE | $5,411 | $4,283+26.3% | $3,430+57.7% | $4,751+13.9% |
| Participant deferral / active EE | $14,834 | $5,874+152.5% | $4,798+209.2% | $6,710+121.1% |
| Admin fee / account holder | $68,291 | $9,954+586.1% | $7,748+781.3% | $11,403+498.9% |