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 | $67,127 | $150,440-55.4% | $136,294-50.7% | $147,584-54.5% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 10.84% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,989 | $5,256-24.1% | $4,695-15.1% | $4,876-18.2% |
| Participant deferral / active EE | $1,796 | $6,630-72.9% | $6,247-71.3% | $5,439-67.0% |
| Admin fee / account holder | $1,920 | $10,905-82.4% | $9,243-79.2% | $10,885-82.4% |