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 | $26,602 | $127,065-79.1% | $113,168-76.5% | $142,382-81.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.40% | 24.03%-20.6pp | 24.27%-20.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $12,485 | $3,442+262.7% | $2,975+319.6% | $4,299+190.4% |
| Participant deferral / active EE | $2,999 | $5,716-47.5% | $5,107-41.3% | $6,507-53.9% |
| Admin fee / account holder | $104,189 | $15,736+562.1% | $12,068+763.4% | $12,624+725.3% |