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 | $192,767 | $142,405+35.4% | $115,157+67.4% | $152,861+26.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -5.12% | 41.48%-46.6pp | 35.60%-40.7pp | 345.32%-350.4pp |
| Employer contribution / active EE | $66,667 | $4,010+1562.6% | $3,179+1997.3% | $4,762+1299.9% |
| Participant deferral / active EE | $22,888 | $5,164+343.2% | $4,168+449.1% | $5,850+291.2% |
| Admin fee / account holder | $9,154 | $8,462+8.2% | $7,088+29.1% | $11,596-21.1% |