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 5-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 | $5,101 | $110,257-95.4% | $96,544-94.7% | $139,434-96.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.22% | 26.32%+0.9pp | 25.84%+1.4pp | 372.94%-345.7pp |
| Employer contribution / active EE | $10,020 | $3,620+176.8% | $2,965+237.9% | $4,751+110.9% |
| Participant deferral / active EE | $2,468 | $5,548-55.5% | $4,851-49.1% | $6,710-63.2% |
| Admin fee / account holder | $2,036 | $11,591-82.4% | $8,252-75.3% | $11,403-82.1% |