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 | $111,535-9.7% | $105,223-4.3% | $137,256-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.41% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $17,824 | $3,939+352.5% | $3,689+383.2% | $4,156+328.9% |
| Participant deferral / active EE | $17,635 | $5,500+220.6% | $5,072+247.7% | $6,407+175.3% |
| Admin fee / account holder | $13,888 | $9,721+42.9% | $8,859+56.8% | $12,270+13.2% |