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 | $14,885 | $159,602-90.7% | $150,045-90.1% | $142,382-89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.61% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,892 | $4,961+18.8% | $4,693+25.5% | $4,299+37.1% |
| Participant deferral / active EE | $14,673 | $8,310+76.6% | $7,997+83.5% | $6,507+125.5% |
| Admin fee / account holder | $1,214 | $14,846-91.8% | $13,435-91.0% | $12,624-90.4% |