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 6-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 | $6,655 | $190,805-96.5% | $159,960-95.8% | $134,475-95.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.38% | 552.23%-570.6pp | 408.60%-427.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $36,212 | $4,995+624.9% | $4,226+756.9% | $4,740+664.0% |
| Participant deferral / active EE | $52,706 | $6,923+661.3% | $6,182+752.5% | $6,400+723.6% |
| Admin fee / account holder | $775 | $10,471-92.6% | $8,698-91.1% | $11,426-93.2% |