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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $144,046 | $85,713+68.1% | $86,677+66.2% | - |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | - |
| Annual return | -11.80% | -20.12%+8.3pp | 35.91%-47.7pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,836-100.0% | - |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,656-100.0% | - |
| Admin fee / account holder | $8,777 | $28,935-69.7% | $7,493+17.1% | - |