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 | $46,542 | $95,266-51.1% | $82,389-43.5% | $142,382-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.62% | 25.74%-15.1pp | 28.67%-18.1pp | 217.08%-206.5pp |
| Employer contribution / active EE | $29,146 | $2,991+874.4% | $2,517+1057.9% | $4,299+578.0% |
| Participant deferral / active EE | $30,657 | $4,809+537.5% | $4,155+637.9% | $6,507+371.1% |
| Admin fee / account holder | $11,832 | $8,563+38.2% | $7,231+63.6% | $12,624-6.3% |