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 7-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 | $15,450 | $70,756-78.2% | $65,493-76.4% | $142,382-89.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.20% | 1754.89%-1746.7pp | 982.45%-974.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,756 | $2,881+30.4% | $2,574+45.9% | $4,299-12.6% |
| Participant deferral / active EE | $6,772 | $4,637+46.0% | $3,961+71.0% | $6,507+4.1% |
| Admin fee / account holder | $28,080 | $6,559+328.1% | $5,028+458.4% | $12,624+122.4% |