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 | $13,490 | $108,919-87.6% | $100,391-86.6% | $145,922-90.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.40% | 57.88%-48.5pp | 49.20%-39.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,339 | $4,419-69.7% | $3,942-66.0% | $4,660-71.3% |
| Participant deferral / active EE | $6,696 | $8,445-20.7% | $8,082-17.1% | $6,688+0.1% |
| Admin fee / account holder | $29,180 | $9,689+201.2% | $7,899+269.4% | $13,397+117.8% |