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 | $24,664 | $96,557-74.5% | $80,975-69.5% | $273,961-91.0% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 1.46% | 15.14%-13.7pp | 17.10%-15.6pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,759 | $4,868-63.9% | $3,714-52.6% | $4,869-63.9% |
| Participant deferral / active EE | $4,917 | $6,598-25.5% | $5,696-13.7% | $5,287-7.0% |
| Admin fee / account holder | $11,578 | $7,492+54.5% | $5,516+109.9% | $10,132+14.3% |