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 | $24,351 | $61,605-60.5% | $112,229-78.3% | $75,163-67.6% |
| Participation rate | 77.3% | 61.7%+15.6pp | 72.4%+4.8pp | 67.2%+10.1pp |
| Annual return | 8.04% | 28.47%-20.4pp | 30.20%-22.2pp | 160.62%-152.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,799 | $4,862+60.4% | $7,748+0.7% | $5,651+38.0% |