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 6-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 | $9,118 | $185,822-95.1% | $169,993-94.6% | $139,434-93.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.60% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $65,000 | $7,590+756.4% | $6,785+858.0% | $4,751+1268.2% |
| Participant deferral / active EE | $94,445 | $11,622+712.6% | $10,408+807.5% | $6,710+1307.5% |
| Admin fee / account holder | $2,557 | $15,381-83.4% | $12,815-80.0% | $11,403-77.6% |