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 8-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 | $10,309 | $105,860-90.3% | $90,749-88.6% | $134,475-92.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.17% | -11.01%-4.2pp | -12.16%-3.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,536 | $3,462-55.6% | $2,921-47.4% | $4,740-67.6% |
| Participant deferral / active EE | $6,049 | $5,216+16.0% | $4,564+32.5% | $6,400-5.5% |
| Admin fee / account holder | $378 | $13,938-97.3% | $8,445-95.5% | $11,426-96.7% |