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 | $209,778 | $532,464-60.6% | $5,177,882-95.9% | $532,464-60.6% |
| Participation rate | 100.0% | 89.6%+10.4pp | 75.0%+25.0pp | 89.6%+10.4pp |
| Annual return | 65.00% | 10.38%+54.6pp | 26.02%+39.0pp | 10.38%+54.6pp |
| Employer contribution / active EE | $0 | $19,351-100.0% | $3,267-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $0 | $11,136-100.0% |
| Admin fee / account holder | $1,037 | $14,894-93.0% | $293,909-99.6% | $14,894-93.0% |