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.
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 | $11,486 | $70,756-83.8% | $65,493-82.5% | $142,382-91.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 7.29% | 1754.89%-1747.6pp | 982.45%-975.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $550 | $2,881-80.9% | $2,574-78.6% | $4,299-87.2% |
| Participant deferral / active EE | $550 | $4,637-88.1% | $3,961-86.1% | $6,507-91.5% |
| Admin fee / account holder | $23,169 | $6,559+253.2% | $5,028+360.8% | $12,624+83.5% |