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 | $22,885 | $498,888-95.4% | $22,8850% | $498,888-95.4% |
| Participation rate | 0.0% | 90.2%-90.2pp | - | 90.2%-90.2pp |
| Annual return | 15.76% | 8.46%+7.3pp | 7.68%+8.1pp | 8.46%+7.3pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $14,873-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | - | $11,296-100.0% |
| Admin fee / account holder | $2,111 | $67,015-96.8% | $2,1110% | $67,015-96.8% |