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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,509 | $107,934-90.3% | $91,989-88.6% | $152,861-93.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 4.92% | 89.24%-84.3pp | 69.02%-64.1pp | 345.32%-340.4pp |
| Employer contribution / active EE | $1,494 | $4,210-64.5% | $3,452-56.7% | $4,762-68.6% |
| Participant deferral / active EE | $1,967 | $6,364-69.1% | $5,923-66.8% | $5,850-66.4% |
| Admin fee / account holder | $9,077 | $10,520-13.7% | $7,743+17.2% | $11,596-21.7% |