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 | $154,895 | $83,902+84.6% | $167,512-7.5% | $84,808+82.6% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.1%-2.1pp | 68.3%+6.7pp |
| Annual return | 9.68% | 91.55%-81.9pp | 1615.79%-1606.1pp | 40.90%-31.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,739 | $7,915-14.9% | $9,769-31.0% | $7,344-8.2% |