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 10-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 | $21,845 | $817,678-97.3% | $392,568-94.4% | $152,861-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 18.33% | 22.84%-4.5pp | 24.42%-6.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $4,592 | $5,502-16.6% | $3,783+21.4% | $4,762-3.6% |
| Participant deferral / active EE | $12,307 | $8,398+46.5% | $5,985+105.6% | $5,850+110.4% |
| Admin fee / account holder | $10,020 | $12,095-17.2% | $6,260+60.1% | $11,596-13.6% |