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 6-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 | $82,320 | $197,591-58.3% | $177,821-53.7% | $158,922-48.2% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | -26.61% | 58.76%-85.4pp | 48.32%-74.9pp | 302.83%-329.4pp |
| Employer contribution / active EE | $49,972 | $6,697+646.1% | $5,918+744.4% | $4,761+949.6% |
| Participant deferral / active EE | $48,647 | $8,405+478.8% | $7,714+530.6% | $5,982+713.2% |
| Admin fee / account holder | $64,439 | $15,399+318.5% | $12,427+418.5% | $11,246+473.0% |