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 | $50,422 | $69,518-27.5% | $59,878-15.8% | $135,375-62.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.66% | 7.94%-7.3pp | 3.46%-2.8pp | 519.73%-519.1pp |
| Employer contribution / active EE | $1,296 | $3,235-59.9% | $2,722-52.4% | $4,779-72.9% |
| Participant deferral / active EE | $378 | $4,206-91.0% | $3,402-88.9% | $5,609-93.3% |
| Admin fee / account holder | $3,792 | $5,734-33.9% | $3,590+5.6% | $10,827-65.0% |