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 6-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 | $125,561 | $165,335-24.1% | $149,696-16.1% | $158,922-21.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.72% | 348.15%-342.4pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,000 | $5,103-80.4% | $4,644-78.5% | $4,761-79.0% |
| Participant deferral / active EE | $2,167 | $7,181-69.8% | $6,842-68.3% | $5,982-63.8% |
| Admin fee / account holder | $30,184 | $10,807+179.3% | $9,309+224.3% | $11,246+168.4% |