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 | $5,267 | $93,024-94.3% | $77,024-93.2% | $134,475-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.02% | 62.60%-73.6pp | 42.32%-53.3pp | 417.96%-429.0pp |
| Employer contribution / active EE | $7,819 | $3,418+128.8% | $2,812+178.0% | $4,740+65.0% |
| Participant deferral / active EE | $5,403 | $5,238+3.2% | $4,426+22.1% | $6,400-15.6% |
| Admin fee / account holder | $599 | $6,944-91.4% | $5,425-89.0% | $11,426-94.8% |