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.)
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 | $62,328 | $297,529-79.1% | $246,525-74.7% | $357,791-82.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 11.14% | -2.25%+13.4pp | 0.46%+10.7pp | 396.79%-385.7pp |
| Employer contribution / active EE | $11,746 | $8,709+34.9% | $7,467+57.3% | $7,508+56.5% |
| Participant deferral / active EE | $9,973 | $6,076+64.2% | $5,422+83.9% | $5,521+80.7% |
| Admin fee / account holder | $1,710 | $16,212-89.5% | $16,551-89.7% | $28,387-94.0% |