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 | $13,534 | $154,228-91.2% | $145,433-90.7% | $137,256-90.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.73% | 74.59%-62.9pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,768 | $4,804-63.2% | $4,554-61.2% | $4,156-57.5% |
| Participant deferral / active EE | $8,910 | $8,216+8.4% | $7,897+12.8% | $6,407+39.1% |
| Admin fee / account holder | $8,272 | $14,344-42.3% | $13,129-37.0% | $12,270-32.6% |