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.
See 1 actuary disclosure. $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,159 | $10,263-1.0% | $1,550,518-99.3% | $10,263-1.0% |
| Participation rate | 100.0% | 98.8%+1.2pp | 71.4%+28.6pp | 98.8%+1.2pp |
| Annual return | 3.82% | 9.41%-5.6pp | 10.82%-7.0pp | 9.41%-5.6pp |
| Employer contribution / active EE | $0 | $16,120-100.0% | $39,184-100.0% | $16,120-100.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $13,544-100.0% | $284-100.0% |
| Admin fee / account holder | $38,790 | $19,945+94.5% | $32,268+20.2% | $19,945+94.5% |