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 4-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.)
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 | $77,080 | $81,258-5.1% | $105,218-26.7% | $59,632+29.3% |
| Participation rate | 95.7% | 75.4%+20.3pp | 77.2%+18.5pp | 68.7%+27.1pp |
| Annual return | -9.99% | 1.96%-11.9pp | 5.33%-15.3pp | 2041.28%-2051.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,633 | $5,841+13.6% | $6,992-5.1% | $4,297+54.4% |