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 | $8,539 | $29,359-70.9% | $56,411-84.9% | - |
| Participation rate | 0.0% | 38.0%-38.0pp | 52.5%-52.5pp | - |
| Annual return | 8.53% | 15.65%-7.1pp | 1701.33%-1692.8pp | - |
| Employer contribution / active EE | $0 | $424-100.0% | $1,039-100.0% | - |
| Participant deferral / active EE | $0 | $855-100.0% | $1,952-100.0% | - |
| Admin fee / account holder | $25,415 | $1,790+1319.6% | $2,829+798.5% | - |