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 | $197,148 | $202,432-2.6% | $169,368+16.4% | $139,434+41.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.82% | 531.74%-522.9pp | 405.60%-396.8pp | 372.94%-364.1pp |
| Employer contribution / active EE | $15,020 | $4,692+220.1% | $4,013+274.3% | $4,751+216.2% |
| Participant deferral / active EE | $17,211 | $6,938+148.1% | $6,221+176.6% | $6,710+156.5% |
| Admin fee / account holder | $4,521 | $10,708-57.8% | $9,003-49.8% | $11,403-60.4% |