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 6-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 | $1,108 | $85,022-98.7% | $70,515-98.4% | $139,434-99.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.43% | 30.38%-18.0pp | 32.77%-20.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,574 | $3,909-34.2% | $2,973-13.4% | $4,751-45.8% |
| Participant deferral / active EE | $4,088 | $5,890-30.6% | $4,567-10.5% | $6,710-39.1% |
| Admin fee / account holder | $4,744 | $8,906-46.7% | $6,412-26.0% | $11,403-58.4% |