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 9-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 | $10,153 | $87,540-88.4% | $75,781-86.6% | $125,391-91.9% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -0.90% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,086 | $6,502-37.2% | $5,299-22.9% | $9,540-57.2% |