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 | $30,021 | $159,901-81.2% | $146,958-79.6% | $145,922-79.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.25% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,712 | $5,286-48.7% | $4,933-45.0% | $4,660-41.8% |
| Participant deferral / active EE | $11,936 | $8,428+41.6% | $8,070+47.9% | $6,688+78.5% |
| Admin fee / account holder | $3,636 | $15,044-75.8% | $12,998-72.0% | $13,397-72.9% |