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 10-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 | $71,335 | $179,726-60.3% | $156,263-54.3% | $142,382-49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -26.60% | 77.86%-104.5pp | 59.47%-86.1pp | 217.08%-243.7pp |
| Employer contribution / active EE | $23,867 | $5,069+370.8% | $4,333+450.8% | $4,299+455.2% |
| Participant deferral / active EE | $39,359 | $6,956+465.8% | $6,158+539.1% | $6,507+504.8% |
| Admin fee / account holder | $4,287 | $17,272-75.2% | $14,255-69.9% | $12,624-66.0% |