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 | $180,749-46.9% | $160,784-40.4% | $137,256-30.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.60% | 2234.46%-2220.9pp | 1803.92%-1790.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $42 | $4,155-99.0% | $3,733-98.9% | $4,156-99.0% |
| Participant deferral / active EE | $396 | $6,844-94.2% | $6,293-93.7% | $6,407-93.8% |
| Admin fee / account holder | $22,300 | $10,397+114.5% | $9,717+129.5% | $12,270+81.7% |