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 | $51,721 | $77,419-33.2% | $69,455-25.5% | $152,861-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | -17.65% | 39.06%-56.7pp | 28.97%-46.6pp | 345.32%-363.0pp |
| Employer contribution / active EE | $5,810 | $3,315+75.2% | $2,779+109.1% | $4,762+22.0% |
| Participant deferral / active EE | $13,467 | $4,414+205.1% | $3,535+280.9% | $5,850+130.2% |
| Admin fee / account holder | $20,314 | $6,207+227.3% | $3,839+429.1% | $11,596+75.2% |