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 | $143,054 | $495,011-71.1% | $442,409-67.7% | $357,791-60.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 6.47% | 92.83%-86.4pp | 90.53%-84.1pp | 396.79%-390.3pp |
| Employer contribution / active EE | $70,673 | $8,270+754.6% | $7,697+818.2% | $7,508+841.4% |
| Participant deferral / active EE | $47,732 | $7,613+527.0% | $7,555+531.8% | $5,521+764.6% |
| Admin fee / account holder | $324,197 | $60,147+439.0% | $51,603+528.3% | $28,387+1042.0% |