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 9-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 | $29,421 | $167,484-82.4% | $151,611-80.6% | $134,475-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.55% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,040 | $6,829-84.8% | $6,166-83.1% | $4,740-78.1% |
| Participant deferral / active EE | $19,353 | $8,986+115.4% | $8,363+131.4% | $6,400+202.4% |
| Admin fee / account holder | $2,684 | $13,783-80.5% | $11,616-76.9% | $11,426-76.5% |