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 | $3,755 | $165,335-97.7% | $149,696-97.5% | $158,922-97.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 70.17% | 348.15%-278.0pp | 276.60%-206.4pp | 302.83%-232.7pp |
| Employer contribution / active EE | $5,149 | $5,103+0.9% | $4,644+10.9% | $4,761+8.1% |
| Participant deferral / active EE | $6,866 | $7,181-4.4% | $6,842+0.4% | $5,982+14.8% |
| Admin fee / account holder | $780 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |