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 | $50,888 | $106,584-52.3% | $101,326-49.8% | $142,382-64.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 7.72% | 36.93%-29.2pp | 36.82%-29.1pp | 217.08%-209.4pp |
| Employer contribution / active EE | $3,214 | $3,956-18.7% | $3,665-12.3% | $4,299-25.2% |
| Participant deferral / active EE | $4,500 | $8,297-45.8% | $7,994-43.7% | $6,507-30.8% |
| Admin fee / account holder | $21,087 | $11,446+84.2% | $11,185+88.5% | $12,624+67.0% |