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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $201,390 | $196,842+2.3% | $104,607+92.5% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.1%-74.1pp | - |
| Annual return | 1.26% | 11.43%-10.2pp | 340.46%-339.2pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $2,681-100.0% | - |
| Participant deferral / active EE | $0 | $3,828-100.0% | $3,740-100.0% | - |
| Admin fee / account holder | $14,052 | $15,940-11.8% | $6,473+117.1% | - |