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 | $51,262 | $289,147-82.3% | $90,906-43.6% | $289,147-82.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 66.0%+34.0pp | 80.8%+19.2pp |
| Annual return | 18.32% | 12.61%+5.7pp | 15.40%+2.9pp | 12.61%+5.7pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $1,200-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $3,250-100.0% | $5,372-100.0% |
| Admin fee / account holder | $5,135 | $23,026-77.7% | $16,174-68.3% | $23,026-77.7% |