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 | $68,097-77.3% | $62,929-75.4% | $137,256-88.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.20% | 1859.11%-1850.9pp | 1063.93%-1055.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $3,756 | $2,811+33.6% | $2,505+49.9% | $4,156-9.6% |
| Participant deferral / active EE | $6,772 | $4,553+48.7% | $3,888+74.2% | $6,407+5.7% |
| Admin fee / account holder | $28,080 | $6,521+330.6% | $5,065+454.4% | $12,270+128.8% |