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 | $223,100 | $138,044+61.6% | $125,339+78.0% | $134,475+65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.04% | 750.33%-778.4pp | 572.05%-600.1pp | 417.96%-446.0pp |
| Employer contribution / active EE | $88,412 | $5,243+1586.2% | $4,814+1736.7% | $4,740+1765.4% |
| Participant deferral / active EE | $54,200 | $7,799+595.0% | $7,446+627.9% | $6,400+746.9% |
| Admin fee / account holder | $2,037 | $11,571-82.4% | $10,010-79.6% | $11,426-82.2% |