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.)
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 | $126,203 | $369,484-65.8% | $303,047-58.4% | $357,791-64.7% |
| Participation rate | 87.5% | 90.0%-2.5pp | 87.1%+0.4pp | 85.6%+1.9pp |
| Annual return | 2.00% | 0.42%+1.6pp | 2.47%-0.5pp | 396.79%-394.8pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,700 | $49,137-94.5% | $39,333-93.1% | $28,387-90.5% |