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 | $114,381-77.0% | $107,525-75.5% | $142,382-81.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.32% | 242.71%-241.4pp | 181.32%-180.0pp | 217.08%-215.8pp |
| Employer contribution / active EE | $46,873 | $4,015+1067.5% | $3,754+1148.8% | $4,299+990.3% |
| Participant deferral / active EE | $1,001 | $5,564-82.0% | $5,116-80.4% | $6,507-84.6% |
| Admin fee / account holder | $24,534 | $9,860+148.8% | $8,919+175.1% | $12,624+94.3% |