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 | $4,572 | $85,022-94.6% | $70,515-93.5% | $139,434-96.7% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 14.31% | 30.38%-16.1pp | 32.77%-18.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,619 | $3,909-58.6% | $2,973-45.5% | $4,751-65.9% |
| Participant deferral / active EE | $2,161 | $5,890-63.3% | $4,567-52.7% | $6,710-67.8% |
| Admin fee / account holder | $1,398 | $8,906-84.3% | $6,412-78.2% | $11,403-87.7% |