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 | $13,698 | $244,740-94.4% | $206,214-93.4% | $357,791-96.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 6.48% | -3.72%+10.2pp | -1.60%+8.1pp | 396.79%-390.3pp |
| Employer contribution / active EE | $1,104 | $7,019-84.3% | $5,967-81.5% | $7,508-85.3% |
| Participant deferral / active EE | $1,104 | $4,983-77.8% | $4,649-76.2% | $5,521-80.0% |
| Admin fee / account holder | $2,415 | $15,419-84.3% | $13,671-82.3% | $28,387-91.5% |