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.)
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 | $173,657 | $180,028-3.5% | $138,135+25.7% | $158,922+9.3% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 23.49% | 21.68%+1.8pp | 20.51%+3.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $18,585 | $7,717+140.8% | $6,431+189.0% | $5,982+210.7% |
| Admin fee / account holder | $12,141 | $17,912-32.2% | $11,856+2.4% | $11,246+8.0% |