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 | $26,138 | $77,419-66.2% | $69,455-62.4% | $152,861-82.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.4%+9.2pp |
| Annual return | 15.41% | 39.06%-23.6pp | 28.97%-13.6pp | 345.32%-329.9pp |
| Employer contribution / active EE | $150 | $3,315-95.5% | $2,779-94.6% | $4,762-96.9% |
| Participant deferral / active EE | $1,981 | $4,414-55.1% | $3,535-44.0% | $5,850-66.1% |
| Admin fee / account holder | $6,524 | $6,207+5.1% | $3,839+69.9% | $11,596-43.7% |