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.)
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 | $16,944 | $209,411-91.9% | $178,490-90.5% | $158,922-89.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.47% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $4,164 | $5,706-27.0% | $5,011-16.9% | $4,761-12.5% |
| Participant deferral / active EE | $1,544 | $5,954-74.1% | $5,202-70.3% | $5,982-74.2% |
| Admin fee / account holder | $4,319 | $17,074-74.7% | $13,984-69.1% | $11,246-61.6% |