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 | $6,025 | $68,097-91.2% | $62,929-90.4% | $137,256-95.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.07% | 1859.11%-1850.0pp | 1063.93%-1054.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $8,231 | $2,811+192.8% | $2,505+228.6% | $4,156+98.0% |
| Participant deferral / active EE | $8,955 | $4,553+96.7% | $3,888+130.3% | $6,407+39.8% |
| Admin fee / account holder | $4,037 | $6,521-38.1% | $5,065-20.3% | $12,270-67.1% |