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 | $26,627 | $198,836-86.6% | $103,333-74.2% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 74.5%-74.5pp | - |
| Annual return | -1.67% | 12.43%-14.1pp | 24.88%-26.6pp | - |
| Employer contribution / active EE | $0 | $2,607-100.0% | $3,868-100.0% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,057-100.0% | - |
| Admin fee / account holder | $3,989 | $10,004-60.1% | $8,355-52.3% | - |