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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,693 | $100,852-97.3% | $90,404-97.0% | $158,922-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.57% | 1724.20%-1723.6pp | 1293.02%-1292.4pp | 302.83%-302.3pp |
| Employer contribution / active EE | $9 | $3,689-99.7% | $3,262-99.7% | $4,761-99.8% |
| Participant deferral / active EE | $686 | $4,348-84.2% | $3,963-82.7% | $5,982-88.5% |
| Admin fee / account holder | $2,115 | $6,501-67.5% | $5,611-62.3% | $11,246-81.2% |