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 | $166,957 | $183,519-9.0% | $155,509+7.4% | $145,922+14.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 6.98% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,282 | $5,313-57.0% | $4,672-51.2% | $4,660-51.0% |
| Participant deferral / active EE | $7,836 | $6,462+21.3% | $5,626+39.3% | $6,688+17.2% |
| Admin fee / account holder | $57,263 | $19,313+196.5% | $15,912+259.9% | $13,397+327.4% |