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 | $83,531 | $30,400+174.8% | $53,898+55.0% | $84,808-1.5% |
| Participation rate | 90.2% | 46.4%+43.8pp | 55.0%+35.3pp | 68.3%+21.9pp |
| Annual return | 14.69% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,709 | $1,993-14.3% | $2,491-31.4% | $7,344-76.7% |