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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,280 | $150,187-91.8% | $120,354-89.8% | $145,922-91.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.34% | 154.07%-145.7pp | 107.15%-98.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,076 | $4,348-75.3% | $3,463-68.9% | $4,660-76.9% |
| Participant deferral / active EE | $16,731 | $6,173+171.0% | $4,991+235.2% | $6,688+150.2% |
| Admin fee / account holder | $32,084 | $12,207+162.8% | $9,423+240.5% | $13,397+139.5% |