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 | $154,686 | $179,726-13.9% | $156,263-1.0% | $142,382+8.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.59% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,940 | $5,069-42.0% | $4,333-32.1% | $4,299-31.6% |
| Participant deferral / active EE | $36,085 | $6,956+418.8% | $6,158+486.0% | $6,507+454.5% |
| Admin fee / account holder | $1,386 | $17,272-92.0% | $14,255-90.3% | $12,624-89.0% |