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 | $222,193 | $150,187+47.9% | $120,354+84.6% | $145,922+52.3% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 4.00% | 154.07%-150.1pp | 107.15%-103.1pp | 561.29%-557.3pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $10,469 | $12,207-14.2% | $9,423+11.1% | $13,397-21.9% |