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 | $70,756-91.5% | $65,493-90.8% | $142,382-95.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.07% | 1754.89%-1745.8pp | 982.45%-973.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $8,231 | $2,881+185.7% | $2,574+219.7% | $4,299+91.5% |
| Participant deferral / active EE | $8,955 | $4,637+93.1% | $3,961+126.1% | $6,507+37.6% |
| Admin fee / account holder | $4,037 | $6,559-38.5% | $5,028-19.7% | $12,624-68.0% |