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 | $17,181 | $96,635-82.2% | $86,612-80.2% | $139,434-87.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.52% | 106.41%-95.9pp | 591.07%-580.5pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,196 | $3,263-63.4% | $3,022-60.4% | $4,751-74.8% |
| Participant deferral / active EE | $1,555 | $4,836-67.8% | $4,438-64.9% | $6,710-76.8% |
| Admin fee / account holder | $2,533 | $6,408-60.5% | $5,614-54.9% | $11,403-77.8% |