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 | $174,276-61.8% | $141,084-52.9% | $357,791-81.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 63.5%+36.5pp | 85.6%+14.4pp |
| Annual return | 17.70% | -44.02%+61.7pp | -42.88%+60.6pp | 396.79%-379.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,224-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $1,552-100.0% | $1,670-100.0% | $5,521-100.0% |
| Admin fee / account holder | $5,005 | $2,451+104.2% | $3,020+65.7% | $28,387-82.4% |