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 4-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 | $3,774 | $96,635-96.1% | $86,612-95.6% | $139,434-97.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.39% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,123 | $3,263-34.9% | $3,022-29.8% | $4,751-55.3% |
| Participant deferral / active EE | $3,114 | $4,836-35.6% | $4,438-29.8% | $6,710-53.6% |
| Admin fee / account holder | $2,912 | $6,408-54.6% | $5,614-48.1% | $11,403-74.5% |