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 4-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 | $14,535 | $175,600-91.7% | $129,110-88.7% | $134,475-89.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -10.96% | -11.39%+0.4pp | -10.94%0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $11,479 | $6,355+80.6% | $5,052+127.2% | $4,740+142.2% |
| Participant deferral / active EE | $19,603 | $7,975+145.8% | $6,542+199.6% | $6,400+206.3% |
| Admin fee / account holder | $2,431 | $23,567-89.7% | $14,302-83.0% | $11,426-78.7% |