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 | $13,813 | $80,530-82.8% | $90,281-84.7% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 7.95% | 36.03%-28.1pp | 78.10%-70.2pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,854-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $690 | $3,788-81.8% | $5,351-87.1% | - |