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 | $34,395 | $103,376-66.7% | $87,100-60.5% | $152,861-77.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 8.84% | 28.10%-19.3pp | 28.19%-19.4pp | 345.32%-336.5pp |
| Employer contribution / active EE | $1,389 | $3,220-56.9% | $2,521-44.9% | $4,762-70.8% |
| Participant deferral / active EE | $2,407 | $4,778-49.6% | $4,049-40.6% | $5,850-58.9% |
| Admin fee / account holder | $5,636 | $12,205-53.8% | $7,497-24.8% | $11,596-51.4% |