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 | $25,255 | $157,256-83.9% | $141,162-82.1% | $152,861-83.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 12.00% | 64.32%-52.3pp | 71.39%-59.4pp | 345.32%-333.3pp |
| Employer contribution / active EE | $19 | $5,261-99.6% | $4,735-99.6% | $4,762-99.6% |
| Participant deferral / active EE | $2,739 | $7,109-61.5% | $6,709-59.2% | $5,850-53.2% |
| Admin fee / account holder | $12,709 | $12,120+4.9% | $10,261+23.9% | $11,596+9.6% |