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.
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 | $1,790 | $70,606-97.5% | $53,898-96.7% | $142,382-98.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -29.74% | 619.81%-649.6pp | 528.60%-558.3pp | 217.08%-246.8pp |
| Employer contribution / active EE | $35 | $1,202-97.1% | $932-96.2% | $4,299-99.2% |
| Participant deferral / active EE | $61 | $2,364-97.4% | $1,826-96.7% | $6,507-99.1% |
| Admin fee / account holder | $1,198 | $2,852-58.0% | $2,491-51.9% | $12,624-90.5% |