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 | $64,567 | $108,919-40.7% | $100,391-35.7% | $145,922-55.8% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 7.95% | 57.88%-49.9pp | 49.20%-41.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,778 | $4,419-59.8% | $3,942-54.9% | $4,660-61.8% |
| Participant deferral / active EE | $5,023 | $8,445-40.5% | $8,082-37.8% | $6,688-24.9% |
| Admin fee / account holder | $60,464 | $9,689+524.1% | $7,899+665.5% | $13,397+351.3% |