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 | $133,922-94.6% | $116,228-93.8% | $142,382-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.29% | 147.76%-138.5pp | 90.06%-80.8pp | 217.08%-207.8pp |
| Employer contribution / active EE | $4,465 | $3,446+29.6% | $2,994+49.1% | $4,299+3.8% |
| Participant deferral / active EE | $6,075 | $5,672+7.1% | $4,953+22.6% | $6,507-6.6% |
| Admin fee / account holder | $5,726 | $14,945-61.7% | $11,989-52.2% | $12,624-54.6% |