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.
See 1 actuary disclosure. $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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,289 | $15,2890% | $15,2890% | $233,076-93.4% |
| Participation rate | 100.0% | 50.0%+50.0pp | 20.0%+80.0pp | 46.4%+53.6pp |
| Annual return | -4.64% | -5.40%+0.8pp | -4.45%-0.2pp | -82.66%+78.0pp |
| Employer contribution / active EE | $3,750 | $45,073-91.7% | $36,974-89.9% | $43,769-91.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $103-100.0% |
| Admin fee / account holder | $740 | $7400% | $7400% | $11,204-93.4% |