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.
See 1 actuary disclosure. $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 | $19,867 | $209,374-90.5% | $204,484-90.3% | $478,521-95.8% |
| Participation rate | 0.0% | 90.3%-90.3pp | 87.2%-87.2pp | 89.3%-89.3pp |
| Annual return | 0.22% | 0.62%-0.4pp | 1.17%-0.9pp | 101.52%-101.3pp |
| Employer contribution / active EE | $0 | $3,026-100.0% | $3,236-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $1,598 | $3,921-59.3% | $4,140-61.4% | $12,578-87.3% |