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 | $114,617 | $167,484-31.6% | $151,611-24.4% | $134,475-14.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.13% | 7.80%-14.9pp | 3.33%-10.5pp | 417.96%-425.1pp |
| Employer contribution / active EE | $1,295 | $6,829-81.0% | $6,166-79.0% | $4,740-72.7% |
| Participant deferral / active EE | $3,056 | $8,986-66.0% | $8,363-63.5% | $6,400-52.3% |
| Admin fee / account holder | $4,068 | $13,783-70.5% | $11,616-65.0% | $11,426-64.4% |