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 | $53,395 | $103,031-48.2% | $78,805-32.2% | $357,791-85.1% |
| Participation rate | 0.0% | 81.4%-81.4pp | 73.6%-73.6pp | 85.6%-85.6pp |
| Annual return | 19.59% | -11.97%+31.6pp | -2.71%+22.3pp | 396.79%-377.2pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,356 | $5,883-59.9% | $5,677-58.5% | $28,387-91.7% |