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.
Employer 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.)
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 | $212,281 | $380,050-44.1% | $322,681-34.2% | $237,064-10.5% |
| Participation rate | 100.0% | 34.9%+65.1pp | 27.6%+72.4pp | 45.6%+54.4pp |
| Annual return | 2.92% | 3.71%-0.8pp | 4.07%-1.1pp | 4.16%-1.2pp |
| Employer contribution / active EE | $0 | $41,545-100.0% | $36,235-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $3,071 | $8,300-63.0% | $7,128-56.9% | $21,465-85.7% |