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 | $1,111 | $95,266-98.8% | $82,389-98.7% | $142,382-99.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.64% | 25.74%-14.1pp | 28.67%-17.0pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,148 | $2,991+105.5% | $2,517+144.3% | $4,299+43.0% |
| Participant deferral / active EE | $15,201 | $4,809+216.1% | $4,155+265.9% | $6,507+133.6% |
| Admin fee / account holder | $1,483 | $8,563-82.7% | $7,231-79.5% | $12,624-88.3% |