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 | $2,993 | $176,056-98.3% | $159,436-98.1% | $167,490-98.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.14% | 331.75%-331.6pp | 263.57%-263.4pp | 478.56%-478.4pp |
| Employer contribution / active EE | $1,731 | $5,297-67.3% | $4,829-64.2% | $4,837-64.2% |
| Participant deferral / active EE | $9,657 | $7,750+24.6% | $7,352+31.4% | $6,341+52.3% |
| Admin fee / account holder | $103,230 | $12,554+722.3% | $10,799+856.0% | $12,309+738.7% |