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 3-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 | $4,273 | $163,101-97.4% | $136,749-96.9% | $142,382-97.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.93% | 27.54%-2.6pp | 24.33%+0.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $9,236 | $4,117+124.3% | $3,400+171.7% | $4,299+114.8% |
| Participant deferral / active EE | $10,706 | $5,585+91.7% | $4,692+128.2% | $6,507+64.5% |
| Admin fee / account holder | $447 | $14,318-96.9% | $11,386-96.1% | $12,624-96.5% |