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 | $102,809 | $98,463+4.4% | $119,258-13.8% | $85,850+19.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 11.45% | 38.53%-27.1pp | 30.69%-19.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $3,698-100.0% | $4,384-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,760 | $7,493-36.5% | $7,226-34.1% | $6,260-24.0% |