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 | $20,903 | $201,272-89.6% | $184,203-88.7% | $145,922-85.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.97% | 29.00%-6.0pp | 28.81%-5.8pp | 561.29%-538.3pp |
| Employer contribution / active EE | $54,022 | $7,022+669.4% | $6,427+740.5% | $4,660+1059.4% |
| Participant deferral / active EE | $128,033 | $9,806+1205.7% | $9,131+1302.1% | $6,688+1814.5% |
| Admin fee / account holder | $4,951 | $16,364-69.7% | $13,901-64.4% | $13,397-63.0% |