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 | $15,191 | $167,484-90.9% | $151,611-90.0% | $134,475-88.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.68% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $17,305 | $6,829+153.4% | $6,166+180.6% | $4,740+265.1% |
| Participant deferral / active EE | $23,327 | $8,986+159.6% | $8,363+178.9% | $6,400+264.5% |
| Admin fee / account holder | $4,230 | $13,783-69.3% | $11,616-63.6% | $11,426-63.0% |