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 | $22,902 | $57,541-60.2% | $95,745-76.1% | $75,163-69.5% |
| Participation rate | 82.3% | 62.5%+19.7pp | 72.3%+10.0pp | 67.2%+15.1pp |
| Annual return | 1.86% | 34.93%-33.1pp | 28.35%-26.5pp | 160.62%-158.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,387 | $4,099-17.4% | $5,678-40.4% | $5,651-40.1% |