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 6-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 | $5,833 | $117,983-95.1% | $101,794-94.3% | $142,382-95.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 17.91% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,010 | $2,773-27.5% | $2,289-12.2% | $4,299-53.2% |
| Participant deferral / active EE | $2,175 | $4,714-53.9% | $4,084-46.8% | $6,507-66.6% |
| Admin fee / account holder | $1,189 | $10,433-88.6% | $8,777-86.5% | $12,624-90.6% |