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.)
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 | $47,228 | $77,899-39.4% | $149,673-68.4% | $75,163-37.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.44% | 31.72%-24.3pp | 134.42%-127.0pp | 160.62%-153.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $53,334 | $5,956+795.4% | $13,210+303.7% | $5,651+843.8% |