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 4-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.)
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 | $37,768 | $183,519-79.4% | $155,509-75.7% | $145,922-74.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.96% | 61.17%-55.2pp | 64.67%-58.7pp | 561.29%-555.3pp |
| Employer contribution / active EE | $501 | $5,313-90.6% | $4,672-89.3% | $4,660-89.2% |
| Participant deferral / active EE | $457 | $6,462-92.9% | $5,626-91.9% | $6,688-93.2% |
| Admin fee / account holder | $341 | $19,313-98.2% | $15,912-97.9% | $13,397-97.5% |