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 4-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.)
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 | $26,337 | $111,535-76.4% | $105,223-75.0% | $137,256-80.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 1.32% | 237.85%-236.5pp | 180.65%-179.3pp | 220.34%-219.0pp |
| Employer contribution / active EE | $46,873 | $3,939+1089.8% | $3,689+1170.8% | $4,156+1027.8% |
| Participant deferral / active EE | $1,001 | $5,500-81.8% | $5,072-80.3% | $6,407-84.4% |
| Admin fee / account holder | $24,534 | $9,721+152.4% | $8,859+176.9% | $12,270+99.9% |