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 | $1,096 | $189,613-99.4% | $167,512-99.3% | $142,382-99.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 29.15% | 2024.68%-1995.5pp | 1615.79%-1586.6pp | 217.08%-187.9pp |
| Employer contribution / active EE | $4,191 | $4,349-3.6% | $3,882+8.0% | $4,299-2.5% |
| Participant deferral / active EE | $4,356 | $6,981-37.6% | $6,405-32.0% | $6,507-33.1% |
| Admin fee / account holder | $1,118 | $10,528-89.4% | $9,769-88.6% | $12,624-91.1% |