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 | $66,340 | $77,730-14.7% | $70,164-5.5% | $139,434-52.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.28% | 18.98%-5.7pp | 18.87%-5.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,590 | $6,448-59.8% | $5,395-52.0% | $6,710-61.4% |
| Admin fee / account holder | $5,581 | $5,368+4.0% | $4,561+22.4% | $11,403-51.1% |