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.)
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 | $964 | $210,408-99.5% | $153,485-99.4% | $145,922-99.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 3.77% | 13.37%-9.6pp | 15.65%-11.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,757-100.0% | $6,688-100.0% |
| Admin fee / account holder | $115,631 | $19,419+495.5% | $12,724+808.7% | $13,397+763.1% |