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 | $25,670 | $69,518-63.1% | $59,878-57.1% | $135,375-81.0% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.7%+17.6pp | 82.6%+9.7pp |
| Annual return | -3.77% | 7.94%-11.7pp | 3.46%-7.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $134 | $3,235-95.9% | $2,722-95.1% | $4,779-97.2% |
| Participant deferral / active EE | $2,529 | $4,206-39.9% | $3,402-25.7% | $5,609-54.9% |
| Admin fee / account holder | $3,393 | $5,734-40.8% | $3,590-5.5% | $10,827-68.7% |