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 | $134,922 | $99,918+35.0% | $81,382+65.8% | $145,922-7.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.10% | 34.32%-19.2pp | 24.73%-9.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $56 | $2,978-98.1% | $2,463-97.7% | $4,660-98.8% |
| Participant deferral / active EE | $6,297 | $4,605+36.7% | $3,883+62.2% | $6,688-5.8% |
| Admin fee / account holder | $2,393 | $8,212-70.9% | $5,768-58.5% | $13,397-82.1% |