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 | $65,584 | $167,483-60.8% | $115,752-43.3% | $147,584-55.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 82.8%-7.8pp |
| Annual return | 12.73% | 12.11%+0.6pp | 19.41%-6.7pp | 578.55%-565.8pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $53,265 | $13,069+307.6% | $6,278+748.4% | $10,885+389.3% |