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 | $43,098 | $176,056-75.5% | $159,436-73.0% | $167,490-74.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.80% | 331.75%-325.9pp | 263.57%-257.8pp | 478.56%-472.8pp |
| Employer contribution / active EE | $875 | $5,297-83.5% | $4,829-81.9% | $4,837-81.9% |
| Participant deferral / active EE | $5,625 | $7,750-27.4% | $7,352-23.5% | $6,341-11.3% |
| Admin fee / account holder | $74,697 | $12,554+495.0% | $10,799+591.7% | $12,309+506.9% |