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 | $95,146 | $238,490-60.1% | $180,183-47.2% | $142,382-33.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.19% | 33.56%-23.4pp | 27.86%-17.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $23,327 | $6,143+279.8% | $5,039+362.9% | $4,299+442.6% |
| Participant deferral / active EE | $44,661 | $7,996+458.5% | $6,822+554.6% | $6,507+586.3% |
| Admin fee / account holder | $119,856 | $28,866+315.2% | $19,975+500.0% | $12,624+849.5% |