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 | $25,172 | $70,606-64.3% | $53,898-53.3% | $142,382-82.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 3.66% | 619.81%-616.2pp | 528.60%-524.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,019 | $1,202-15.3% | $932+9.3% | $4,299-76.3% |
| Participant deferral / active EE | $4,172 | $2,364+76.5% | $1,826+128.4% | $6,507-35.9% |
| Admin fee / account holder | $15,433 | $2,852+441.2% | $2,491+519.6% | $12,624+22.3% |