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 4-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 | $7,912 | $154,228-94.9% | $145,433-94.6% | $137,256-94.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.10% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,059 | $4,804-36.3% | $4,554-32.8% | $4,156-26.4% |
| Participant deferral / active EE | $7,775 | $8,216-5.4% | $7,897-1.5% | $6,407+21.4% |
| Admin fee / account holder | $2,137 | $14,344-85.1% | $13,129-83.7% | $12,270-82.6% |