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 | $30,108 | $81,632-63.1% | $70,449-57.3% | $158,922-81.1% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 15.14% | 208.40%-193.3pp | 109.03%-93.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $168 | $3,217-94.8% | $2,737-93.9% | $4,761-96.5% |
| Participant deferral / active EE | $1,559 | $4,554-65.8% | $3,709-58.0% | $5,982-73.9% |
| Admin fee / account holder | $1,205 | $6,193-80.5% | $3,845-68.7% | $11,246-89.3% |