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 | $46,074 | $104,974-56.1% | $95,585-51.8% | $142,382-67.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.14% | 210.33%-200.2pp | 38.56%-28.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $4,185 | $2,779+50.6% | $2,527+65.6% | $4,299-2.7% |
| Participant deferral / active EE | $3,768 | $4,352-13.4% | $4,023-6.3% | $6,507-42.1% |
| Admin fee / account holder | $8,780 | $6,386+37.5% | $6,127+43.3% | $12,624-30.4% |