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 6-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 | $979 | $70,606-98.6% | $53,898-98.2% | $142,382-99.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 5.74% | 619.81%-614.1pp | 528.60%-522.9pp | 217.08%-211.3pp |
| Employer contribution / active EE | $337 | $1,202-72.0% | $932-63.8% | $4,299-92.2% |
| Participant deferral / active EE | $357 | $2,364-84.9% | $1,826-80.5% | $6,507-94.5% |
| Admin fee / account holder | $1,103 | $2,852-61.3% | $2,491-55.7% | $12,624-91.3% |