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 9-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 | $25,334 | $104,106-75.7% | $71,086-64.4% | $135,375-81.3% |
| Participation rate | 92.3% | 65.7%+26.7pp | 54.7%+37.7pp | 82.6%+9.7pp |
| Annual return | -1.81% | 1256.30%-1258.1pp | 650.59%-652.4pp | 519.73%-521.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,340 | $2,527+71.8% | $1,874+131.6% | $5,609-22.6% |
| Admin fee / account holder | $1,625 | $4,142-60.8% | $3,082-47.3% | $10,827-85.0% |