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 | $66,293 | $85,022-22.0% | $70,515-6.0% | $139,434-52.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.43% | 30.38%-22.9pp | 32.77%-25.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $3,961 | $3,909+1.3% | $2,973+33.2% | $4,751-16.6% |
| Participant deferral / active EE | $4,912 | $5,890-16.6% | $4,567+7.6% | $6,710-26.8% |
| Admin fee / account holder | $3,471 | $8,906-61.0% | $6,412-45.9% | $11,403-69.6% |