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 | $5,143 | $175,202-97.1% | $149,673-96.6% | $139,434-96.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.62% | 166.71%-159.1pp | 134.42%-126.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $8,821 | $5,474+61.1% | $4,818+83.1% | $4,751+85.7% |
| Participant deferral / active EE | $18,291 | $6,519+180.6% | $5,680+222.0% | $6,710+172.6% |
| Admin fee / account holder | $49,644 | $16,150+207.4% | $13,210+275.8% | $11,403+335.4% |