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 | $1,152 | $123,909-99.1% | $69,647-98.3% | $145,922-99.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.93% | 190.55%-175.6pp | 100.48%-85.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $24,613 | $2,682+817.9% | $1,712+1337.3% | $4,660+428.2% |
| Participant deferral / active EE | $47,228 | $4,236+1014.9% | $2,886+1536.5% | $6,688+606.2% |
| Admin fee / account holder | $915 | $7,863-88.4% | $4,713-80.6% | $13,397-93.2% |