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 9-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 | $23,982 | $112,096-78.6% | $95,952-75.0% | $158,922-84.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.24% | 171.09%-170.9pp | 91.61%-91.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $6,721 | $3,198+110.2% | $2,541+164.5% | $4,761+41.2% |
| Participant deferral / active EE | $7,588 | $4,784+58.6% | $4,167+82.1% | $5,982+26.8% |
| Admin fee / account holder | $3,018 | $10,130-70.2% | $6,795-55.6% | $11,246-73.2% |