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 | $8,965 | $114,047-92.1% | $96,139-90.7% | $167,490-94.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 9.46% | 189.88%-180.4pp | 191.94%-182.5pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,276 | $3,427-62.8% | $2,797-54.4% | $4,837-73.6% |
| Participant deferral / active EE | $8,036 | $5,194+54.7% | $4,349+84.8% | $6,341+26.7% |
| Admin fee / account holder | $1,426 | $6,897-79.3% | $5,537-74.2% | $12,309-88.4% |