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 | $106,818 | $175,600-39.2% | $129,110-17.3% | $134,475-20.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.3%-2.3pp | 81.2%-6.2pp |
| Annual return | -15.23% | -11.39%-3.8pp | -10.94%-4.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,757 | $7,975+34.9% | $6,542+64.4% | $6,400+68.1% |
| Admin fee / account holder | $9,650 | $23,567-59.1% | $14,302-32.5% | $11,426-15.5% |