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.
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 | $17,404 | $111,814-84.4% | $103,374-83.2% | $145,959-88.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.59% | 24.77%-17.2pp | 24.89%-17.3pp | 561.95%-554.4pp |
| Employer contribution / active EE | $3,839 | $4,214-8.9% | $3,869-0.8% | $4,661-17.6% |
| Participant deferral / active EE | $407 | $5,618-92.8% | $5,058-92.0% | $6,689-93.9% |
| Admin fee / account holder | $3,219 | $9,754-67.0% | $8,394-61.7% | $13,398-76.0% |