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 | $125,958 | $111,754+12.7% | $103,333+21.9% | $145,922-13.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.49% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $13,687 | $4,212+224.9% | $3,868+253.9% | $4,660+193.7% |
| Participant deferral / active EE | $34,478 | $5,619+513.6% | $5,057+581.7% | $6,688+415.5% |
| Admin fee / account holder | $4,209 | $9,750-56.8% | $8,355-49.6% | $13,397-68.6% |