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 | $184,674 | $100,004+84.7% | $81,438+126.8% | $145,959+26.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.93% | 34.34%-30.4pp | 24.74%-20.8pp | 561.95%-558.0pp |
| Employer contribution / active EE | $9,300 | $2,970+213.2% | $2,460+278.0% | $4,661+99.5% |
| Participant deferral / active EE | $30,500 | $4,603+562.6% | $3,883+685.4% | $6,689+356.0% |
| Admin fee / account holder | $271,696 | $8,202+3212.7% | $5,764+4614.1% | $13,398+1927.9% |