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.)
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 | $58,939 | $116,462-49.4% | $148,243-60.2% | $116,462-49.4% |
| Participation rate | 92.5% | 74.7%+17.8pp | 89.1%+3.4pp | 74.7%+17.8pp |
| Annual return | 6.25% | 15.65%-9.4pp | -8.20%+14.5pp | 15.65%-9.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $3,412-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $4,089-100.0% | $3,836-100.0% |
| Admin fee / account holder | $4,124 | $12,754-67.7% | $7,881-47.7% | $12,754-67.7% |