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.)
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 | $70,848 | $183,519-61.4% | $155,509-54.4% | $145,922-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -15.23% | 61.17%-76.4pp | 64.67%-79.9pp | 561.29%-576.5pp |
| Employer contribution / active EE | $3,754 | $5,313-29.3% | $4,672-19.7% | $4,660-19.4% |
| Participant deferral / active EE | $325 | $6,462-95.0% | $5,626-94.2% | $6,688-95.1% |
| Admin fee / account holder | $21,911 | $19,313+13.4% | $15,912+37.7% | $13,397+63.5% |