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 | $19,286 | $180,449-89.3% | $154,107-87.5% | $135,375-85.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.49% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $16,211 | $6,035+168.6% | $5,298+206.0% | $4,779+239.2% |
| Participant deferral / active EE | $14,958 | $5,806+157.6% | $5,081+194.4% | $5,609+166.7% |
| Admin fee / account holder | $581 | $16,143-96.4% | $13,411-95.7% | $10,827-94.6% |