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 | $21,679 | $149,679-85.5% | $117,039-81.5% | $147,584-85.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.18% | 19.31%-9.1pp | 18.95%-8.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $3,844 | $4,937-22.1% | $3,785+1.6% | $4,876-21.2% |
| Participant deferral / active EE | $8,300 | $4,912+69.0% | $3,929+111.2% | $5,439+52.6% |
| Admin fee / account holder | $7,997 | $7,856+1.8% | $5,974+33.9% | $10,885-26.5% |