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 | $58,454 | $167,484-65.1% | $151,611-61.4% | $134,475-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.25% | 7.80%-24.0pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $970 | $6,829-85.8% | $6,166-84.3% | $4,740-79.5% |
| Participant deferral / active EE | $7,277 | $8,986-19.0% | $8,363-13.0% | $6,400+13.7% |
| Admin fee / account holder | $8,949 | $13,783-35.1% | $11,616-23.0% | $11,426-21.7% |