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 3-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 | $1,544 | $159,602-99.0% | $150,045-99.0% | $142,382-98.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.81% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,710 | $4,961-65.5% | $4,693-63.6% | $4,299-60.2% |
| Participant deferral / active EE | $6,623 | $8,310-20.3% | $7,997-17.2% | $6,507+1.8% |
| Admin fee / account holder | $2,897 | $14,846-80.5% | $13,435-78.4% | $12,624-77.1% |