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 | $25,786 | $74,888-65.6% | $71,209-63.8% | $142,382-81.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.65% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $18,241 | $2,854+539.1% | $2,721+570.4% | $4,299+324.3% |
| Participant deferral / active EE | $23,841 | $4,454+435.2% | $4,175+471.0% | $6,507+266.4% |
| Admin fee / account holder | $12,292 | $5,568+120.7% | $5,349+129.8% | $12,624-2.6% |