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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,683 | $167,307-91.2% | $143,757-89.8% | $134,475-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.60% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $10,193 | $5,619+81.4% | $4,951+105.9% | $4,740+115.0% |
| Participant deferral / active EE | $20,925 | $6,446+224.6% | $5,637+271.2% | $6,400+227.0% |
| Admin fee / account holder | $1,181 | $18,088-93.5% | $14,673-91.9% | $11,426-89.7% |