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 9-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 | $140,440 | $779,308-82.0% | $748,470-81.2% | $350,408-59.9% |
| Participation rate | 91.7% | 27.7%+64.0pp | 21.7%+70.0pp | 44.4%+47.2pp |
| Annual return | -3.32% | -0.99%-2.3pp | 0.46%-3.8pp | -14.65%+11.3pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $43,809 | $32,803+33.6% | $29,938+46.3% | $14,631+199.4% |