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 | $195,237 | $474,542-58.9% | $376,736-48.2% | $474,542-58.9% |
| Participation rate | 0.0% | 87.2%-87.2pp | 85.7%-85.7pp | 87.2%-87.2pp |
| Annual return | 3.77% | 7.51%-3.7pp | -12.07%+15.8pp | 7.51%-3.7pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $16,156-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $6,266-100.0% | $6,403-100.0% |
| Admin fee / account holder | $17,928 | $6,133+192.3% | $13,958+28.4% | $6,133+192.3% |