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 | $4,239 | $95,561-95.6% | $77,163-94.5% | $139,434-97.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.67% | 54.92%-38.3pp | 37.87%-21.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,765 | $3,147-12.2% | $2,535+9.1% | $4,751-41.8% |
| Participant deferral / active EE | $12,209 | $4,624+164.1% | $3,833+218.5% | $6,710+81.9% |
| Admin fee / account holder | $2,597 | $8,295-68.7% | $5,472-52.5% | $11,403-77.2% |