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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,931 | $127,065-97.7% | $113,168-97.4% | $142,382-97.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.85% | 24.03%-23.2pp | 24.27%-23.4pp | 217.08%-216.2pp |
| Employer contribution / active EE | $3,455 | $3,442+0.4% | $2,975+16.1% | $4,299-19.6% |
| Participant deferral / active EE | $521 | $5,716-90.9% | $5,107-89.8% | $6,507-92.0% |
| Admin fee / account holder | $17,094 | $15,736+8.6% | $12,068+41.6% | $12,624+35.4% |