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.)
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 | $63,436 | $59,839+6.0% | $81,983-22.6% | $79,858-20.6% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.2%+10.8pp | 69.6%+10.4pp |
| Annual return | 16.08% | 17.56%-1.5pp | 41.31%-25.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $976 | $4,287-77.2% | $5,664-82.8% | $5,306-81.6% |