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 3-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 | $1,575 | $172,111-99.1% | $150,298-99.0% | $137,256-98.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.63% | 69.37%-48.7pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,303 | $4,636+14.4% | $4,154+27.7% | $4,156+27.6% |
| Participant deferral / active EE | $6,379 | $6,166+3.5% | $5,453+17.0% | $6,407-0.4% |
| Admin fee / account holder | $1,084 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |