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 | $20,198 | $112,096-82.0% | $95,952-78.9% | $158,922-87.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.32% | 171.09%-161.8pp | 91.61%-82.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,752 | $3,198-13.9% | $2,541+8.3% | $4,761-42.2% |
| Participant deferral / active EE | $3,265 | $4,784-31.8% | $4,167-21.7% | $5,982-45.4% |
| Admin fee / account holder | $3,540 | $10,130-65.1% | $6,795-47.9% | $11,246-68.5% |