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 | $33,323 | $100,852-67.0% | $90,404-63.1% | $158,922-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.00% | 1724.20%-1723.2pp | 1293.02%-1292.0pp | 302.83%-301.8pp |
| Employer contribution / active EE | $5,623 | $3,689+52.4% | $3,262+72.4% | $4,761+18.1% |
| Participant deferral / active EE | $7,683 | $4,348+76.7% | $3,963+93.8% | $5,982+28.4% |
| Admin fee / account holder | $714 | $6,501-89.0% | $5,611-87.3% | $11,246-93.7% |