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 | $44,147 | $209,336-78.9% | $197,124-77.6% | $137,256-67.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.48% | 48.09%-37.6pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,875 | $6,591-10.9% | $6,227-5.7% | $4,156+41.4% |
| Participant deferral / active EE | $5,441 | $9,614-43.4% | $9,135-40.4% | $6,407-15.1% |
| Admin fee / account holder | $19,829 | $17,308+14.6% | $16,298+21.7% | $12,270+61.6% |