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 7-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 | $42,366 | $102,966-58.9% | $90,281-53.1% | $152,861-72.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.76% | 95.16%-86.4pp | 78.10%-69.3pp | 345.32%-336.6pp |
| Employer contribution / active EE | $684 | $3,139-78.2% | $2,854-76.0% | $4,762-85.6% |
| Participant deferral / active EE | $684 | $4,281-84.0% | $3,885-82.4% | $5,850-88.3% |
| Admin fee / account holder | $96,827 | $6,171+1469.2% | $5,351+1709.4% | $11,596+735.0% |