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.)
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 | $3,335 | $99,341-96.6% | $84,750-96.1% | $273,961-98.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.54% | 22.93%-22.4pp | 22.78%-22.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,344 | $4,214-44.4% | $3,574-34.4% | $4,869-51.9% |
| Participant deferral / active EE | $6,750 | $4,269+58.1% | $3,712+81.9% | $5,287+27.7% |
| Admin fee / account holder | $3,448 | $6,644-48.1% | $5,332-35.3% | $10,132-66.0% |