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 8-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 | $7,867 | $107,934-92.7% | $91,989-91.4% | $152,861-94.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.22% | 89.24%-65.0pp | 69.02%-44.8pp | 345.32%-321.1pp |
| Employer contribution / active EE | $13,736 | $4,210+226.3% | $3,452+297.9% | $4,762+188.4% |
| Participant deferral / active EE | $25,791 | $6,364+305.2% | $5,923+335.4% | $5,850+340.9% |
| Admin fee / account holder | $12,634 | $10,520+20.1% | $7,743+63.2% | $11,596+8.9% |