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.
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.)
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 | $125,945 | $64,121+96.4% | $78,805+59.8% | $116,875+7.8% |
| Participation rate | 98.0% | 71.0%+27.0pp | 73.6%+24.4pp | 74.5%+23.4pp |
| Annual return | 5.66% | 16.32%-10.7pp | -2.71%+8.4pp | 16.29%-10.6pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $3,584-100.0% | $3,885-100.0% |
| Admin fee / account holder | $5,141 | $5,745-10.5% | $5,677-9.4% | $12,263-58.1% |