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 | $12,496 | $167,484-92.5% | $151,611-91.8% | $134,475-90.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.37% | 7.80%-32.2pp | 3.33%-27.7pp | 417.96%-442.3pp |
| Employer contribution / active EE | $21,613 | $6,829+216.5% | $6,166+250.5% | $4,740+356.0% |
| Participant deferral / active EE | $41,226 | $8,986+358.8% | $8,363+392.9% | $6,400+544.2% |
| Admin fee / account holder | $7,647 | $13,783-44.5% | $11,616-34.2% | $11,426-33.1% |