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 | $17,214 | $100,773-82.9% | $88,946-80.6% | $142,382-87.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 11.14% | 70.18%-59.0pp | 57.82%-46.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $32 | $2,918-98.9% | $2,555-98.7% | $4,299-99.2% |
| Participant deferral / active EE | $867 | $5,230-83.4% | $4,581-81.1% | $6,507-86.7% |
| Admin fee / account holder | $1,766 | $9,693-81.8% | $8,261-78.6% | $12,624-86.0% |