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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,894 | $96,635-97.0% | $86,612-96.7% | $139,434-97.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 1.30% | 106.41%-105.1pp | 591.07%-589.8pp | 372.94%-371.6pp |
| Employer contribution / active EE | $760 | $3,263-76.7% | $3,022-74.9% | $4,751-84.0% |
| Participant deferral / active EE | $1,140 | $4,836-76.4% | $4,438-74.3% | $6,710-83.0% |
| Admin fee / account holder | $385 | $6,408-94.0% | $5,614-93.1% | $11,403-96.6% |