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 | $220,174 | $525,611-58.1% | $270,286-18.5% | $525,611-58.1% |
| Participation rate | 0.0% | 87.0%-87.0pp | 93.3%-93.3pp | 87.0%-87.0pp |
| Annual return | 3.70% | 8.71%-5.0pp | 2.13%+1.6pp | 8.71%-5.0pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $10,655-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $3,981-100.0% | $5,987-100.0% |
| Admin fee / account holder | $20,604 | $41,812-50.7% | $13,990+47.3% | $41,812-50.7% |