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 | $13,521 | $172,478-92.2% | $145,661-90.7% | $142,382-90.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.27% | 151.09%-136.8pp | 101.46%-87.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,066 | $4,899+44.2% | $4,238+66.7% | $4,299+64.4% |
| Participant deferral / active EE | $10,167 | $8,348+21.8% | $7,198+41.2% | $6,507+56.2% |
| Admin fee / account holder | $9,196 | $16,864-45.5% | $12,466-26.2% | $12,624-27.2% |