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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,498 | $57,380-95.6% | $71,209-96.5% | - |
| Participation rate | 0.0% | 61.9%-61.9pp | 73.8%-73.8pp | - |
| Annual return | 2.85% | 13.03%-10.2pp | 282.51%-279.7pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $2,721-100.0% | - |
| Participant deferral / active EE | $0 | $3,790-100.0% | $4,175-100.0% | - |
| Admin fee / account holder | $519 | $2,851-81.8% | $5,349-90.3% | - |