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 7-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 | $60,617 | $65,395-7.3% | $182,532-66.8% | $72,985-16.9% |
| Participation rate | 98.1% | 65.4%+32.6pp | 78.0%+20.1pp | 69.5%+28.6pp |
| Annual return | 12.84% | 27.68%-14.8pp | 148.54%-135.7pp | 81.00%-68.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,826 | $4,245-33.4% | $8,592-67.1% | $5,124-44.9% |