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 | $55,454 | $183,963-69.9% | $162,163-65.8% | $152,861-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.29% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,670 | $6,371-73.8% | $5,614-70.3% | $4,762-64.9% |
| Participant deferral / active EE | $2,252 | $8,034-72.0% | $7,298-69.1% | $5,850-61.5% |
| Admin fee / account holder | $489 | $13,121-96.3% | $10,843-95.5% | $11,596-95.8% |