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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $149,125 | $179,726-17.0% | $156,263-4.6% | $142,382+4.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.99% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $91,905 | $5,069+1713.0% | $4,333+2021.0% | $4,299+2037.8% |
| Participant deferral / active EE | $92,917 | $6,956+1235.8% | $6,158+1408.8% | $6,507+1327.9% |
| Admin fee / account holder | $6,458 | $17,272-62.6% | $14,255-54.7% | $12,624-48.8% |