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 | $4,143 | $118,427-96.5% | $66,042-93.7% | $142,382-97.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.77% | 35.57%-16.8pp | 52.11%-33.3pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,244 | $2,570+65.2% | $1,579+168.8% | $4,299-1.3% |
| Participant deferral / active EE | $19,824 | $4,311+359.8% | $2,835+599.2% | $6,507+204.7% |
| Admin fee / account holder | $1,398 | $9,593-85.4% | $5,747-75.7% | $12,624-88.9% |