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 | $12,565 | $88,751-85.8% | $81,812-84.6% | $145,922-91.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 9.05% | 1025.40%-1016.4pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $8,508 | $3,083+175.9% | $2,912+192.2% | $4,660+82.6% |
| Participant deferral / active EE | $20,540 | $4,643+342.4% | $4,319+375.6% | $6,688+207.1% |
| Admin fee / account holder | $49,109 | $8,415+483.6% | $7,386+564.9% | $13,397+266.6% |