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 | $13,192 | $114,381-88.5% | $107,525-87.7% | $142,382-90.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.84% | 242.71%-235.9pp | 181.32%-174.5pp | 217.08%-210.2pp |
| Employer contribution / active EE | $6,289 | $4,015+56.7% | $3,754+67.5% | $4,299+46.3% |
| Participant deferral / active EE | $13,358 | $5,564+140.1% | $5,116+161.1% | $6,507+105.3% |
| Admin fee / account holder | $695 | $9,860-93.0% | $8,919-92.2% | $12,624-94.5% |