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 | $48,721 | $114,381-57.4% | $107,525-54.7% | $142,382-65.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.22% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $15,000 | $4,015+273.6% | $3,754+299.6% | $4,299+248.9% |
| Participant deferral / active EE | $23,500 | $5,564+322.3% | $5,116+359.4% | $6,507+261.1% |
| Admin fee / account holder | $903 | $9,860-90.8% | $8,919-89.9% | $12,624-92.8% |