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 | $93,313 | $111,754-16.5% | $103,333-9.7% | $145,922-36.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.74% | 24.77%-24.0pp | 24.88%-24.1pp | 561.29%-560.5pp |
| Employer contribution / active EE | $46,000 | $4,212+992.0% | $3,868+1089.3% | $4,660+887.2% |
| Participant deferral / active EE | $30,500 | $5,619+442.8% | $5,057+503.1% | $6,688+356.1% |
| Admin fee / account holder | $7,843 | $9,750-19.6% | $8,355-6.1% | $13,397-41.5% |