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 6-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 | $3,235 | $202,432-98.4% | $169,368-98.1% | $139,434-97.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.22% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,355 | $4,692-71.1% | $4,013-66.2% | $4,751-71.5% |
| Participant deferral / active EE | $2,399 | $6,938-65.4% | $6,221-61.4% | $6,710-64.2% |
| Admin fee / account holder | $4,091 | $10,708-61.8% | $9,003-54.6% | $11,403-64.1% |