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 | $68,097-83.1% | $62,929-81.7% | $137,256-91.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 7.29% | 1859.11%-1851.8pp | 1063.93%-1056.6pp | 220.34%-213.0pp |
| Employer contribution / active EE | $550 | $2,811-80.4% | $2,505-78.0% | $4,156-86.8% |
| Participant deferral / active EE | $550 | $4,553-87.9% | $3,888-85.9% | $6,407-91.4% |
| Admin fee / account holder | $23,169 | $6,521+255.3% | $5,065+357.5% | $12,270+88.8% |