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 | $9,415 | $159,602-94.1% | $150,045-93.7% | $142,382-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.00% | 70.24%-49.2pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,608 | $4,961+33.2% | $4,693+40.8% | $4,299+53.7% |
| Participant deferral / active EE | $9,608 | $8,310+15.6% | $7,997+20.1% | $6,507+47.7% |
| Admin fee / account holder | $2,134 | $14,846-85.6% | $13,435-84.1% | $12,624-83.1% |