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 8-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 | $67,979 | $72,071-5.7% | $68,368-0.6% | $137,256-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.01% | 353.14%-345.1pp | 292.57%-284.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $92,583 | $2,788+3220.8% | $2,649+3395.1% | $4,156+2127.7% |
| Participant deferral / active EE | $194,030 | $4,410+4299.8% | $4,123+4606.3% | $6,407+2928.5% |
| Admin fee / account holder | $161,131 | $5,336+2919.9% | $5,150+3028.9% | $12,270+1213.2% |