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 | $48,565 | $142,344-65.9% | $119,609-59.4% | $134,475-63.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.62% | -12.44%-12.2pp | -14.97%-9.7pp | 417.96%-442.6pp |
| Employer contribution / active EE | $67,434 | $5,222+1191.3% | $4,232+1493.5% | $4,740+1322.8% |
| Participant deferral / active EE | $162,884 | $6,469+2417.8% | $5,602+2807.6% | $6,400+2445.2% |
| Admin fee / account holder | $11,958 | $13,584-12.0% | $10,323+15.8% | $11,426+4.7% |