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 9-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 | $11,733 | $114,381-89.7% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 6.54% | 242.71%-236.2pp | 181.32%-174.8pp | 217.08%-210.5pp |
| Employer contribution / active EE | $10,722 | $4,015+167.1% | $3,754+185.6% | $4,299+149.4% |
| Participant deferral / active EE | $16,722 | $5,564+200.5% | $5,116+226.9% | $6,507+157.0% |
| Admin fee / account holder | $27,395 | $9,860+177.8% | $8,919+207.2% | $12,624+117.0% |