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 8-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 | $127,764 | $478,521-73.3% | $4,796,448-97.3% | $478,521-73.3% |
| Participation rate | 100.0% | 89.3%+10.7pp | 75.0%+25.0pp | 89.3%+10.7pp |
| Annual return | 11.46% | 101.52%-90.1pp | -0.35%+11.8pp | 101.52%-90.1pp |
| Employer contribution / active EE | $0 | $22,406-100.0% | $1,651-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $0 | $7,699-100.0% |
| Admin fee / account holder | $1,928 | $12,578-84.7% | $279,274-99.3% | $12,578-84.7% |