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 | $33,301 | $90,745-63.3% | $130,231-74.4% | $75,163-55.7% |
| Participation rate | 93.7% | 71.1%+22.6pp | 76.3%+17.4pp | 67.2%+26.5pp |
| Annual return | -10.13% | 34.45%-44.6pp | 38.77%-48.9pp | 160.62%-170.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,104 | $6,331-3.6% | $6,020+1.4% | $5,651+8.0% |