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 3-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.)
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 | $8,643 | $158,398-94.5% | $126,539-93.2% | $142,382-93.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.54% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $292 | $4,650-93.7% | $3,674-92.1% | $4,299-93.2% |
| Participant deferral / active EE | $292 | $4,767-93.9% | $4,083-92.8% | $6,507-95.5% |
| Admin fee / account holder | $1,183 | $6,918-82.9% | $6,065-80.5% | $12,624-90.6% |