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 | $80,302 | $217,402-63.1% | $185,823-56.8% | $167,490-52.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.45% | 148.36%-140.9pp | 122.05%-114.6pp | 478.56%-471.1pp |
| Employer contribution / active EE | $25,000 | $5,873+325.7% | $5,167+383.8% | $4,837+416.8% |
| Participant deferral / active EE | $9,353 | $6,356+47.1% | $5,568+68.0% | $6,341+47.5% |
| Admin fee / account holder | $5,806 | $19,811-70.7% | $16,237-64.2% | $12,309-52.8% |