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 | $140,890 | $85,790+64.2% | $67,313+109.3% | $135,375+4.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -11.33% | -0.54%-10.8pp | -4.08%-7.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,143 | $3,487-38.5% | $2,566-16.5% | $4,779-55.2% |
| Participant deferral / active EE | $6,197 | $4,651+33.2% | $3,568+73.7% | $5,609+10.5% |
| Admin fee / account holder | $16,745 | $6,392+162.0% | $4,507+271.6% | $10,827+54.7% |