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 | $20,713 | $99,020-79.1% | $86,590-76.1% | $147,584-86.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.73% | 1312.34%-1306.6pp | 964.84%-959.1pp | 578.55%-572.8pp |
| Employer contribution / active EE | $2,554 | $3,132-18.5% | $2,839-10.0% | $4,876-47.6% |
| Participant deferral / active EE | $3,815 | $3,972-4.0% | $3,609+5.7% | $5,439-29.9% |
| Admin fee / account holder | $102,817 | $5,710+1700.6% | $4,906+1995.9% | $10,885+844.6% |