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 | $36,500 | $165,335-77.9% | $149,696-75.6% | $158,922-77.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 5.68% | 348.15%-342.5pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $28,363 | $5,103+455.8% | $4,644+510.7% | $4,761+495.7% |
| Participant deferral / active EE | $9,802 | $7,181+36.5% | $6,842+43.3% | $5,982+63.9% |
| Admin fee / account holder | $21,187 | $10,807+96.1% | $9,309+127.6% | $11,246+88.4% |