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 | $12,954 | $64,307-79.9% | $57,343-77.4% | $125,391-89.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | 1.54% | 25.12%-23.6pp | 24.39%-22.9pp | 282.22%-280.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,240 | $5,242+152.6% | $3,356+294.6% | $9,540+38.8% |