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 | $66,512 | $119,351-44.3% | $101,347-34.4% | $382,429-82.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 71.9%+28.1pp | 87.7%+12.3pp |
| Annual return | 17.70% | -45.02%+62.7pp | -44.15%+61.8pp | 248.85%-231.2pp |
| Employer contribution / active EE | $0 | $1,987-100.0% | $1,685-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $2,526-100.0% | $2,328-100.0% | $5,727-100.0% |
| Admin fee / account holder | $5,005 | $3,547+41.1% | $3,532+41.7% | $30,732-83.7% |