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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,169 | $132,634-94.6% | $115,768-93.8% | $137,256-94.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.29% | 160.70%-151.4pp | 100.46%-91.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,465 | $3,360+32.9% | $2,940+51.9% | $4,156+7.4% |
| Participant deferral / active EE | $6,075 | $5,619+8.1% | $4,917+23.6% | $6,407-5.2% |
| Admin fee / account holder | $5,726 | $15,028-61.9% | $12,439-54.0% | $12,270-53.3% |