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.
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 | $22,577 | $217,402-89.6% | $185,823-87.9% | $167,490-86.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.67% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $729 | $5,873-87.6% | $5,167-85.9% | $4,837-84.9% |
| Participant deferral / active EE | $4,638 | $6,356-27.0% | $5,568-16.7% | $6,341-26.9% |
| Admin fee / account holder | $3,879 | $19,811-80.4% | $16,237-76.1% | $12,309-68.5% |