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 9-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 | $53,905 | $96,635-44.2% | $86,612-37.8% | $139,434-61.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.59% | 106.41%-99.8pp | 591.07%-584.5pp | 372.94%-366.3pp |
| Employer contribution / active EE | $4,784 | $3,263+46.6% | $3,022+58.3% | $4,751+0.7% |
| Participant deferral / active EE | $5,920 | $4,836+22.4% | $4,438+33.4% | $6,710-11.8% |
| Admin fee / account holder | $25,009 | $6,408+290.3% | $5,614+345.5% | $11,403+119.3% |