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 | $122,984 | $226,918-45.8% | $226,918-45.8% | $417,905-70.6% |
| Participation rate | 100.0% | 19.4%+80.6pp | 17.5%+82.5pp | 39.2%+60.8pp |
| Annual return | 10.29% | 8.93%+1.4pp | 9.49%+0.8pp | 13.91%-3.6pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $19,468 | $16,566+17.5% | $16,566+17.5% | $41,846-53.5% |