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 | $38,154 | $114,381-66.6% | $107,525-64.5% | $142,382-73.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.77% | 242.71%-237.9pp | 181.32%-176.6pp | 217.08%-212.3pp |
| Employer contribution / active EE | $3,591 | $4,015-10.6% | $3,754-4.3% | $4,299-16.5% |
| Participant deferral / active EE | $17,047 | $5,564+206.4% | $5,116+233.2% | $6,507+162.0% |
| Admin fee / account holder | $29,167 | $9,860+195.8% | $8,919+227.0% | $12,624+131.1% |