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 | $63,045 | $72,012-12.5% | $185,823-66.1% | $79,858-21.1% |
| Participation rate | 71.9% | 65.8%+6.1pp | 78.0%-6.2pp | 69.6%+2.2pp |
| Annual return | 11.23% | 23.12%-11.9pp | 35.95%-24.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,937 | $4,513-12.7% | $9,500-58.6% | $5,306-25.8% |