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 | $7,984 | $109,327-92.7% | $89,391-91.1% | $158,922-95.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 37.39% | 345.68%-308.3pp | 245.62%-208.2pp | 302.83%-265.4pp |
| Employer contribution / active EE | $2,314 | $3,170-27.0% | $2,586-10.5% | $4,761-51.4% |
| Participant deferral / active EE | $4,042 | $4,598-12.1% | $3,890+3.9% | $5,982-32.4% |
| Admin fee / account holder | $1,877 | $6,153-69.5% | $4,881-61.5% | $11,246-83.3% |