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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,056 | $73,515-86.3% | $62,995-84.0% | $147,584-93.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.00% | 175.43%-155.4pp | 87.57%-67.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,128 | $3,320-66.0% | $2,759-59.1% | $4,876-76.9% |
| Participant deferral / active EE | $1,556 | $4,185-62.8% | $3,329-53.3% | $5,439-71.4% |
| Admin fee / account holder | $401 | $5,953-93.3% | $3,600-88.9% | $10,885-96.3% |