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 | $28,729 | $159,602-82.0% | $150,045-80.9% | $142,382-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.46% | 70.24%-62.8pp | 62.55%-55.1pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,229 | $4,961-75.2% | $4,693-73.8% | $4,299-71.4% |
| Participant deferral / active EE | $2,056 | $8,310-75.3% | $7,997-74.3% | $6,507-68.4% |
| Admin fee / account holder | $4,753 | $14,846-68.0% | $13,435-64.6% | $12,624-62.3% |