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 | $115,707 | $111,754+3.5% | $103,333+12.0% | $145,922-20.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.94% | 24.77%-18.8pp | 24.88%-18.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $5,325 | $4,212+26.4% | $3,868+37.7% | $4,660+14.3% |
| Participant deferral / active EE | $29,990 | $5,619+433.8% | $5,057+493.0% | $6,688+348.4% |
| Admin fee / account holder | $67,437 | $9,750+591.6% | $8,355+707.2% | $13,397+403.4% |