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.)
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 | $157,679 | $102,605+53.7% | $145,661+8.3% | $84,808+85.9% |
| Participation rate | 83.0% | 74.3%+8.7pp | 77.2%+5.8pp | 68.3%+14.7pp |
| Annual return | 13.48% | 26.50%-13.0pp | 101.46%-88.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,748 | $8,758+34.1% | $12,466-5.8% | $7,344+60.0% |