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 | $49,704 | $148,534-66.5% | $135,903-63.4% | $139,434-64.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.79% | 79.19%-67.4pp | 68.23%-56.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,250 | $5,243-38.0% | $4,856-33.1% | $4,751-31.6% |
| Participant deferral / active EE | $3,250 | $8,100-59.9% | $7,758-58.1% | $6,710-51.6% |
| Admin fee / account holder | $17,059 | $12,400+37.6% | $10,762+58.5% | $11,403+49.6% |