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.)
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 | $128,772 | $159,901-19.5% | $146,958-12.4% | $145,922-11.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $7,199 | $5,286+36.2% | $4,933+45.9% | $4,660+54.5% |
| Participant deferral / active EE | $2,524 | $8,428-70.1% | $8,070-68.7% | $6,688-62.3% |
| Admin fee / account holder | $5,634 | $15,044-62.5% | $12,998-56.7% | $13,397-57.9% |