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 7-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 | $4,785 | $189,613-97.5% | $167,512-97.1% | $142,382-96.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.83% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,414 | $4,349-21.5% | $3,882-12.1% | $4,299-20.6% |
| Participant deferral / active EE | $12,779 | $6,981+83.0% | $6,405+99.5% | $6,507+96.4% |
| Admin fee / account holder | $1,861 | $10,528-82.3% | $9,769-80.9% | $12,624-85.3% |