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 | $218,720 | $455,388-52.0% | $455,388-52.0% | $532,464-58.9% |
| Participation rate | 0.0% | 83.3%-83.3pp | 80.0%-80.0pp | 89.6%-89.6pp |
| Annual return | 3.67% | 5.85%-2.2pp | 3.42%+0.3pp | 10.38%-6.7pp |
| Employer contribution / active EE | $0 | $9,295-100.0% | $9,295-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $5,443-100.0% | $5,222-100.0% | $11,136-100.0% |
| Admin fee / account holder | $17,302 | $2,660+550.5% | $2,660+550.5% | $14,894+16.2% |