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.)
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 | $95,906 | $189,613-49.4% | $167,512-42.7% | $142,382-32.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.60% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $42 | $4,349-99.0% | $3,882-98.9% | $4,299-99.0% |
| Participant deferral / active EE | $396 | $6,981-94.3% | $6,405-93.8% | $6,507-93.9% |
| Admin fee / account holder | $22,300 | $10,528+111.8% | $9,769+128.3% | $12,624+76.7% |