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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $73,345 | $111,724-34.4% | $93,606-21.6% | $145,922-49.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -46.04% | 202.98%-249.0pp | 133.20%-179.2pp | 561.29%-607.3pp |
| Employer contribution / active EE | $2,112 | $3,090-31.6% | $2,420-12.7% | $4,660-54.7% |
| Participant deferral / active EE | $2,112 | $4,912-57.0% | $4,411-52.1% | $6,688-68.4% |
| Admin fee / account holder | $4,555 | $10,250-55.6% | $8,285-45.0% | $13,397-66.0% |