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 | $100,970-49.6% | $96,576-47.3% | $137,256-62.9% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 7.72% | 38.16%-30.4pp | 38.47%-30.7pp | 220.34%-212.6pp |
| Employer contribution / active EE | $3,214 | $3,809-15.6% | $3,553-9.5% | $4,156-22.7% |
| Participant deferral / active EE | $4,500 | $8,286-45.7% | $7,956-43.4% | $6,407-29.8% |
| Admin fee / account holder | $21,087 | $11,312+86.4% | $11,381+85.3% | $12,270+71.9% |