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 | $27,453 | $73,515-62.7% | $62,995-56.4% | $147,584-81.4% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 17.06% | 175.43%-158.4pp | 87.57%-70.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $113 | $3,320-96.6% | $2,759-95.9% | $4,876-97.7% |
| Participant deferral / active EE | $4,300 | $4,185+2.7% | $3,329+29.1% | $5,439-20.9% |
| Admin fee / account holder | $2,244 | $5,953-62.3% | $3,600-37.7% | $10,885-79.4% |