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 | $68,885 | $107,452-35.9% | $91,541-24.7% | $142,382-51.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -58.43% | 22.06%-80.5pp | 20.50%-78.9pp | 217.08%-275.5pp |
| Employer contribution / active EE | $22,049 | $2,994+636.4% | $2,505+780.4% | $4,299+412.9% |
| Participant deferral / active EE | $48,519 | $4,754+920.5% | $4,008+1110.6% | $6,507+645.6% |
| Admin fee / account holder | $9,434 | $8,834+6.8% | $6,956+35.6% | $12,624-25.3% |