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 | $83,772 | $123,918-32.4% | $108,884-23.1% | $135,375-38.1% |
| Participation rate | 75.0% | 71.1%+3.9pp | 64.3%+10.7pp | 82.6%-7.6pp |
| Annual return | -4.73% | 0.89%-5.6pp | -0.99%-3.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $0 | $4,313-100.0% | $3,750-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,949-100.0% | $6,178-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,223 | $8,592+240.1% | $7,560+286.6% | $10,827+169.9% |