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 3-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 | $6,949 | $214,378-96.8% | $200,582-96.5% | $142,382-95.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 54.71% | 46.41%+8.3pp | 42.33%+12.4pp | 217.08%-162.4pp |
| Employer contribution / active EE | $16,782 | $6,841+145.3% | $6,419+161.4% | $4,299+290.4% |
| Participant deferral / active EE | $24,459 | $9,865+147.9% | $9,331+162.1% | $6,507+275.9% |
| Admin fee / account holder | $1,142 | $17,692-93.5% | $16,305-93.0% | $12,624-91.0% |