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 | $110,438 | $96,635+14.3% | $86,612+27.5% | $139,434-20.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.28% | 106.41%-96.1pp | 591.07%-580.8pp | 372.94%-362.7pp |
| Employer contribution / active EE | $4,310 | $3,263+32.1% | $3,022+42.6% | $4,751-9.3% |
| Participant deferral / active EE | $1,250 | $4,836-74.2% | $4,438-71.8% | $6,710-81.4% |
| Admin fee / account holder | $2,066 | $6,408-67.8% | $5,614-63.2% | $11,403-81.9% |