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 | $147,656 | $362,131-59.2% | $285,549-48.3% | $357,791-58.7% |
| Participation rate | 80.0% | 89.8%-9.8pp | 83.2%-3.2pp | 85.6%-5.6pp |
| Annual return | 3.86% | 5.08%-1.2pp | 7.15%-3.3pp | 396.79%-392.9pp |
| Employer contribution / active EE | $0 | $5,952-100.0% | $5,022-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,478-100.0% | $4,549-100.0% | $5,521-100.0% |
| Admin fee / account holder | $11,062 | $16,774-34.1% | $13,934-20.6% | $28,387-61.0% |