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 | $52,927 | $144,119-63.3% | $117,854-55.1% | $147,584-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.89% | 531.15%-515.3pp | 335.08%-319.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $574 | $4,896-88.3% | $3,786-84.8% | $4,876-88.2% |
| Participant deferral / active EE | $1,500 | $5,316-71.8% | $4,482-66.5% | $5,439-72.4% |
| Admin fee / account holder | $16,346 | $10,886+50.2% | $8,020+103.8% | $10,885+50.2% |