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 | $33,640 | $88,594-62.0% | $70,092-52.0% | $134,475-75.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.87% | 442.67%-463.5pp | 190.73%-211.6pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,622 | $3,233-18.9% | $2,559+2.5% | $4,740-44.7% |
| Participant deferral / active EE | $22,682 | $4,772+375.3% | $3,849+489.3% | $6,400+254.4% |
| Admin fee / account holder | $4,874 | $10,441-53.3% | $6,267-22.2% | $11,426-57.3% |