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 | $149,040-94.2% | $120,225-92.8% | $137,256-93.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.54% | 605.68%-592.1pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $292 | $4,350-93.3% | $3,475-91.6% | $4,156-93.0% |
| Participant deferral / active EE | $292 | $4,655-93.7% | $3,999-92.7% | $6,407-95.4% |
| Admin fee / account holder | $1,183 | $6,348-81.4% | $5,696-79.2% | $12,270-90.4% |