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 | $47,758 | $111,724-57.3% | $93,606-49.0% | $145,922-67.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.65% | 202.98%-198.3pp | 133.20%-128.5pp | 561.29%-556.6pp |
| Employer contribution / active EE | $10,184 | $3,090+229.6% | $2,420+320.8% | $4,660+118.5% |
| Participant deferral / active EE | $27,135 | $4,912+452.4% | $4,411+515.1% | $6,688+305.7% |
| Admin fee / account holder | $9,022 | $10,250-12.0% | $8,285+8.9% | $13,397-32.7% |