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.)
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 | $3,305 | $884,045-99.6% | $453,369-99.3% | $167,490-98.0% |
| Participation rate | 88.2% | 81.6%+6.7pp | 78.0%+10.2pp | 82.1%+6.1pp |
| Annual return | 14.90% | 29.49%-14.6pp | 64.40%-49.5pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,070-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,209-100.0% | $6,341-100.0% |
| Admin fee / account holder | $465 | $22,063-97.9% | $11,209-95.9% | $12,309-96.2% |