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 | $23,927 | $96,305-75.2% | $80,569-70.3% | $139,434-82.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.62% | 1350.08%-1343.5pp | 935.43%-928.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $7,407 | $3,262+127.1% | $2,723+172.0% | $4,751+55.9% |
| Participant deferral / active EE | $9,435 | $5,232+80.3% | $4,447+112.2% | $6,710+40.6% |
| Admin fee / account holder | $3,582 | $6,599-45.7% | $5,377-33.4% | $11,403-68.6% |