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 | $95,172 | $96,305-1.2% | $80,569+18.1% | $139,434-31.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.72% | 1350.08%-1340.4pp | 935.43%-925.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $2,687 | $3,262-17.6% | $2,723-1.4% | $4,751-43.5% |
| Participant deferral / active EE | $9,485 | $5,232+81.3% | $4,447+113.3% | $6,710+41.3% |
| Admin fee / account holder | $107,840 | $6,599+1534.3% | $5,377+1905.5% | $11,403+845.8% |