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 | $35,188 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.76% | 153.68%-163.4pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $23,118 | $5,151+348.8% | $4,628+399.5% | $4,779+383.8% |
| Participant deferral / active EE | $41,044 | $6,799+503.7% | $6,426+538.8% | $5,609+631.8% |
| Admin fee / account holder | $13,844 | $10,916+26.8% | $9,284+49.1% | $10,827+27.9% |