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 | $25,272 | $159,602-84.2% | $150,045-83.2% | $142,382-82.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 10.76% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $6,242 | $4,961+25.8% | $4,693+33.0% | $4,299+45.2% |
| Participant deferral / active EE | $6,598 | $8,310-20.6% | $7,997-17.5% | $6,507+1.4% |
| Admin fee / account holder | $15,525 | $14,846+4.6% | $13,435+15.6% | $12,624+23.0% |