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 | $23,003 | $73,515-68.7% | $62,995-63.5% | $147,584-84.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.74% | 175.43%-166.7pp | 87.57%-78.8pp | 578.55%-569.8pp |
| Employer contribution / active EE | $11,224 | $3,320+238.0% | $2,759+306.8% | $4,876+130.2% |
| Participant deferral / active EE | $1,233 | $4,185-70.5% | $3,329-63.0% | $5,439-77.3% |
| Admin fee / account holder | $5,176 | $5,953-13.1% | $3,600+43.8% | $10,885-52.5% |