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 | $67,465 | $227,553-70.4% | $189,557-64.4% | $167,490-59.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.94% | 78.40%-68.5pp | 64.17%-54.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $67 | $5,316-98.7% | $4,412-98.5% | $4,837-98.6% |
| Participant deferral / active EE | $1,975 | $7,002-71.8% | $6,174-68.0% | $6,341-68.9% |
| Admin fee / account holder | $23,851 | $11,878+100.8% | $9,807+143.2% | $12,309+93.8% |