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 | $8,858 | $172,478-94.9% | $145,661-93.9% | $142,382-93.8% |
| Participation rate | 77.8% | 80.1%-2.3pp | 77.2%+0.6pp | 80.1%-2.3pp |
| Annual return | 13.40% | 151.09%-137.7pp | 101.46%-88.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $10,485 | $4,899+114.0% | $4,238+147.4% | $4,299+143.9% |
| Participant deferral / active EE | $13,850 | $8,348+65.9% | $7,198+92.4% | $6,507+112.8% |
| Admin fee / account holder | $3,541 | $16,864-79.0% | $12,466-71.6% | $12,624-72.0% |