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.
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 | $23,963 | $132,634-81.9% | $115,768-79.3% | $137,256-82.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 3.40% | 160.70%-157.3pp | 100.46%-97.1pp | 220.34%-216.9pp |
| Employer contribution / active EE | $80,000 | $3,360+2281.2% | $2,940+2621.3% | $4,156+1824.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,206 | $15,028-32.1% | $12,439-18.0% | $12,270-16.8% |