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 | $4,233 | $189,613-97.8% | $167,512-97.5% | $142,382-97.0% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 20.28% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,757 | $4,349-59.6% | $3,882-54.7% | $4,299-59.1% |
| Participant deferral / active EE | $5,266 | $6,981-24.6% | $6,405-17.8% | $6,507-19.1% |
| Admin fee / account holder | $714 | $10,528-93.2% | $9,769-92.7% | $12,624-94.3% |