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 | $15,165 | $105,860-85.7% | $90,749-83.3% | $134,475-88.7% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -18.63% | -11.01%-7.6pp | -12.16%-6.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,983 | $3,462-42.7% | $2,921-32.1% | $4,740-58.2% |
| Participant deferral / active EE | $9,338 | $5,216+79.0% | $4,564+104.6% | $6,400+45.9% |
| Admin fee / account holder | $5,762 | $13,938-58.7% | $8,445-31.8% | $11,426-49.6% |