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 | $8,477 | $88,751-90.4% | $81,812-89.6% | $145,922-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.10% | 1025.40%-1020.3pp | 773.79%-768.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $3,597 | $3,083+16.7% | $2,912+23.5% | $4,660-22.8% |
| Participant deferral / active EE | $1,683 | $4,643-63.8% | $4,319-61.0% | $6,688-74.8% |
| Admin fee / account holder | $10,933 | $8,415+29.9% | $7,386+48.0% | $13,397-18.4% |