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 | $18,637 | $110,809-83.2% | $86,874-78.5% | $167,490-88.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 4.71% | 116.98%-112.3pp | 63.52%-58.8pp | 478.56%-473.8pp |
| Employer contribution / active EE | $2,572 | $3,244-20.7% | $2,495+3.1% | $4,837-46.8% |
| Participant deferral / active EE | $4,405 | $4,546-3.1% | $3,699+19.1% | $6,341-30.5% |
| Admin fee / account holder | $1,221 | $8,415-85.5% | $5,828-79.1% | $12,309-90.1% |