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 | $1,216 | $173,345-99.3% | $136,007-99.1% | $145,922-99.2% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 12.30% | 1163.32%-1151.0pp | 579.32%-567.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,025-100.0% | $6,688-100.0% |
| Admin fee / account holder | $88,436 | $9,954+788.4% | $6,858+1189.5% | $13,397+560.1% |