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 7-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.
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 | $9,480 | $179,726-94.7% | $156,263-93.9% | $142,382-93.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.70% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,313 | $5,069-74.1% | $4,333-69.7% | $4,299-69.5% |
| Participant deferral / active EE | $2,043 | $6,956-70.6% | $6,158-66.8% | $6,507-68.6% |
| Admin fee / account holder | $11,277 | $17,272-34.7% | $14,255-20.9% | $12,624-10.7% |