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 9-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 | $16,176 | $117,841-86.3% | $102,423-84.2% | $145,922-88.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.51% | 31.65%-30.1pp | 29.32%-27.8pp | 561.29%-559.8pp |
| Employer contribution / active EE | $11,500 | $3,615+218.1% | $3,023+280.4% | $4,660+146.8% |
| Participant deferral / active EE | $25,500 | $5,731+345.0% | $5,053+404.7% | $6,688+281.3% |
| Admin fee / account holder | $4,639 | $13,326-65.2% | $9,451-50.9% | $13,397-65.4% |