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 6-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 | $30,506 | $74,888-59.3% | $71,209-57.2% | $142,382-78.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.84% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $9,679 | $2,854+239.1% | $2,721+255.7% | $4,299+125.1% |
| Participant deferral / active EE | $27,021 | $4,454+506.6% | $4,175+547.2% | $6,507+315.2% |
| Admin fee / account holder | $14,015 | $5,568+151.7% | $5,349+162.0% | $12,624+11.0% |