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 | $119,880 | $350,135-65.8% | $90,906+31.9% | $350,135-65.8% |
| Participation rate | 88.9% | 79.0%+9.9pp | 66.0%+22.9pp | 79.0%+9.9pp |
| Annual return | 8.58% | 11.86%-3.3pp | 15.40%-6.8pp | 11.86%-3.3pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $1,200-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,250-100.0% | $4,976-100.0% |
| Admin fee / account holder | $8,468 | $23,717-64.3% | $16,174-47.6% | $23,717-64.3% |