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 | $10,450 | $56,114-81.4% | $96,139-89.1% | $85,850-87.8% |
| Participation rate | 95.9% | 56.7%+39.2pp | 68.4%+27.4pp | 69.3%+26.6pp |
| Annual return | -1.02% | 42.30%-43.3pp | 191.94%-193.0pp | 318.53%-319.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $447 | $3,768-88.1% | $5,537-91.9% | $6,260-92.9% |