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 | $7,328 | $99,341-92.6% | $84,750-91.4% | $273,961-97.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.48% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $4,366 | $4,214+3.6% | $3,574+22.2% | $4,869-10.3% |
| Participant deferral / active EE | $8,459 | $4,269+98.1% | $3,712+127.9% | $5,287+60.0% |
| Admin fee / account holder | $793 | $6,644-88.1% | $5,332-85.1% | $10,132-92.2% |