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 4-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 | $12,213 | $217,402-94.4% | $185,823-93.4% | $167,490-92.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.41% | 148.36%-133.0pp | 122.05%-106.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $11,285 | $5,873+92.1% | $5,167+118.4% | $4,837+133.3% |
| Participant deferral / active EE | $23,906 | $6,356+276.1% | $5,568+329.4% | $6,341+277.0% |
| Admin fee / account holder | $441 | $19,811-97.8% | $16,237-97.3% | $12,309-96.4% |