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 | $95,594 | $95,971-0.4% | $74,550+28.2% | $135,375-29.4% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 13.73% | 56.96%-43.2pp | 32.53%-18.8pp | 519.73%-506.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,547 | $6,522+61.7% | $5,060+108.5% | $10,827-2.6% |