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 | $69,986 | $104,664-33.1% | $85,682-18.3% | $167,490-58.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 7.46% | 21.45%-14.0pp | 21.49%-14.0pp | 478.56%-471.1pp |
| Employer contribution / active EE | $3,460 | $3,337+3.7% | $2,618+32.1% | $4,837-28.5% |
| Participant deferral / active EE | $4,658 | $4,824-3.5% | $3,923+18.7% | $6,341-26.5% |
| Admin fee / account holder | $6,471 | $10,032-35.5% | $6,873-5.9% | $12,309-47.4% |