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 | $66,116 | $74,888-11.7% | $71,209-7.2% | $142,382-53.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.26% | 345.14%-335.9pp | 282.51%-273.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $6,351 | $2,854+122.5% | $2,721+133.4% | $4,299+47.7% |
| Participant deferral / active EE | $9,866 | $4,454+121.5% | $4,175+136.3% | $6,507+51.6% |
| Admin fee / account holder | $2,412 | $5,568-56.7% | $5,349-54.9% | $12,624-80.9% |