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 | $52,226 | $183,519-71.5% | $155,509-66.4% | $145,922-64.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.82% | 61.17%-56.3pp | 64.67%-59.8pp | 561.29%-556.5pp |
| Employer contribution / active EE | $12,569 | $5,313+136.6% | $4,672+169.0% | $4,660+169.7% |
| Participant deferral / active EE | $42,982 | $6,462+565.1% | $5,626+664.0% | $6,688+542.7% |
| Admin fee / account holder | $75,408 | $19,313+290.5% | $15,912+373.9% | $13,397+462.9% |