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 | $94,554 | $117,841-19.8% | $102,423-7.7% | $145,922-35.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.74% | 31.65%-23.9pp | 29.32%-21.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,058 | $3,615-70.7% | $3,023-65.0% | $4,660-77.3% |
| Participant deferral / active EE | $7,279 | $5,731+27.0% | $5,053+44.0% | $6,688+8.8% |
| Admin fee / account holder | $24,473 | $13,326+83.6% | $9,451+159.0% | $13,397+82.7% |