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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,564 | $179,726-97.5% | $156,263-97.1% | $142,382-96.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.42% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,696 | $5,069-66.5% | $4,333-60.9% | $4,299-60.5% |
| Participant deferral / active EE | $759 | $6,956-89.1% | $6,158-87.7% | $6,507-88.3% |
| Admin fee / account holder | $2,290 | $17,272-86.7% | $14,255-83.9% | $12,624-81.9% |