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 | $73,628 | $85,006-13.4% | $76,190-3.4% | $145,922-49.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 11.72% | 13.11%-1.4pp | 13.78%-2.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,578-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,939 | $6,392+8.5% | $5,474+26.8% | $6,688+3.8% |
| Admin fee / account holder | $12,074 | $5,760+109.6% | $5,123+135.7% | $13,397-9.9% |