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.
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 | $27,466 | $106,515-74.2% | $96,683-71.6% | $139,434-80.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.44% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $5,472 | $4,103+33.4% | $3,737+46.4% | $4,751+15.2% |
| Participant deferral / active EE | $1,231 | $5,454-77.4% | $4,878-74.8% | $6,710-81.7% |
| Admin fee / account holder | $2,005 | $7,877-74.5% | $6,730-70.2% | $11,403-82.4% |