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 | $113,489 | $175,202-35.2% | $149,673-24.2% | $139,434-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.80% | 166.71%-160.9pp | 134.42%-128.6pp | 372.94%-367.1pp |
| Employer contribution / active EE | $3,773 | $5,474-31.1% | $4,818-21.7% | $4,751-20.6% |
| Participant deferral / active EE | $3,104 | $6,519-52.4% | $5,680-45.4% | $6,710-53.7% |
| Admin fee / account holder | $2,817 | $16,150-82.6% | $13,210-78.7% | $11,403-75.3% |