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 | $88,710-90.4% | $81,783-89.6% | $145,959-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.10% | 1027.26%-1022.2pp | 775.05%-770.0pp | 561.95%-556.8pp |
| Employer contribution / active EE | $3,597 | $3,083+16.7% | $2,913+23.5% | $4,661-22.8% |
| Participant deferral / active EE | $1,683 | $4,645-63.8% | $4,320-61.0% | $6,689-74.8% |
| Admin fee / account holder | $10,933 | $8,407+30.0% | $7,380+48.1% | $13,398-18.4% |