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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,019 | $138,044-82.6% | $125,339-80.8% | $134,475-82.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.10% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $535 | $5,243-89.8% | $4,814-88.9% | $4,740-88.7% |
| Participant deferral / active EE | $618 | $7,799-92.1% | $7,446-91.7% | $6,400-90.3% |
| Admin fee / account holder | $13,476 | $11,571+16.5% | $10,010+34.6% | $11,426+17.9% |