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 5-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 | $59,898 | $114,381-47.6% | $107,525-44.3% | $142,382-57.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.22% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $52,740 | $4,015+1213.7% | $3,754+1305.1% | $4,299+1126.8% |
| Participant deferral / active EE | $113,321 | $5,564+1936.6% | $5,116+2115.2% | $6,507+1641.5% |
| Admin fee / account holder | $1,472 | $9,860-85.1% | $8,919-83.5% | $12,624-88.3% |