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 8-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 | $4,128 | $147,727-97.2% | $115,756-96.4% | $134,475-96.9% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.1%-77.1pp | 81.2%-81.2pp |
| Annual return | -17.44% | 73.96%-91.4pp | 143.14%-160.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,231 | $14,571-91.6% | $8,124-84.8% | $11,426-89.2% |