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.)
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 | $17,957 | $92,985-80.7% | $153,432-88.3% | $80,874-77.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.10% | 19.95%-6.8pp | 15.66%-2.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,038-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,297-100.0% |
| Admin fee / account holder | $592 | $8,880-93.3% | $12,725-95.3% | $6,935-91.5% |