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 | $12,170 | $132,634-90.8% | $115,768-89.5% | $137,256-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.58% | 160.70%-147.1pp | 100.46%-86.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,855 | $3,360+14.7% | $2,940+31.1% | $4,156-7.2% |
| Participant deferral / active EE | $1,680 | $5,619-70.1% | $4,917-65.8% | $6,407-73.8% |
| Admin fee / account holder | $1,332 | $15,028-91.1% | $12,439-89.3% | $12,270-89.1% |