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 5-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 | $7,920 | $117,841-93.3% | $102,423-92.3% | $145,922-94.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 31.65%-16.9pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,730 | $3,615-24.5% | $3,023-9.7% | $4,660-41.4% |
| Participant deferral / active EE | $4,380 | $5,731-23.6% | $5,053-13.3% | $6,688-34.5% |
| Admin fee / account holder | $1,066 | $13,326-92.0% | $9,451-88.7% | $13,397-92.0% |