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 10-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 | $3,570 | $95,193-96.2% | $76,523-95.3% | $135,375-97.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.63% | 4.85%-13.5pp | -0.27%-8.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,912 | $3,302-11.8% | $2,647+10.0% | $4,779-39.1% |
| Participant deferral / active EE | $2,091 | $4,639-54.9% | $3,835-45.5% | $5,609-62.7% |
| Admin fee / account holder | $635 | $6,249-89.8% | $4,848-86.9% | $10,827-94.1% |