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 | $18,246 | $185,822-90.2% | $169,993-89.3% | $139,434-86.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.65% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $10,098 | $7,590+33.0% | $6,785+48.8% | $4,751+112.6% |
| Participant deferral / active EE | $21,458 | $11,622+84.6% | $10,408+106.2% | $6,710+219.8% |
| Admin fee / account holder | $10,702 | $15,381-30.4% | $12,815-16.5% | $11,403-6.1% |