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 | $67,585 | $90,348-25.2% | $75,972-11.0% | $145,922-53.7% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 13.38% | 620.88%-607.5pp | 359.55%-346.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $570 | $3,311-82.8% | $2,685-78.8% | $4,660-87.8% |
| Participant deferral / active EE | $4,057 | $5,162-21.4% | $4,255-4.7% | $6,688-39.3% |
| Admin fee / account holder | $39,840 | $8,467+370.5% | $6,467+516.1% | $13,397+197.4% |