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 | $26,671 | $78,694-66.1% | $67,652-60.6% | $125,391-78.7% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -3.12% | 9.46%-12.6pp | 6625.04%-6628.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,640 | $7,403-23.8% | $4,821+17.0% | $9,540-40.9% |