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 | $100,751 | $114,381-11.9% | $107,525-6.3% | $142,382-29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.41% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $17,824 | $4,015+344.0% | $3,754+374.9% | $4,299+314.6% |
| Participant deferral / active EE | $17,635 | $5,564+216.9% | $5,116+244.7% | $6,507+171.0% |
| Admin fee / account holder | $13,888 | $9,860+40.8% | $8,919+55.7% | $12,624+10.0% |