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 | $21,285 | $91,111-76.6% | $84,015-74.7% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 69.0%-69.0pp | - |
| Annual return | 13.52% | 12.53%+1.0pp | 71.31%-57.8pp | - |
| Employer contribution / active EE | $0 | $769-100.0% | $1,983-100.0% | - |
| Participant deferral / active EE | $0 | $2,182-100.0% | $3,239-100.0% | - |
| Admin fee / account holder | $888,448 | $22,833+3791.1% | $6,101+14463.1% | - |