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 | $80,737 | $148,978-45.8% | $200,582-59.7% | $84,808-4.8% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 1.47% | 28.16%-26.7pp | 42.33%-40.9pp | 40.90%-39.4pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $15,527 | $13,977+11.1% | $16,305-4.8% | $7,344+111.4% |