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 6-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 | $2,695 | $165,984-98.4% | $164,813-98.4% | $145,922-98.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.40% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,862 | $5,273-64.7% | $4,341-57.1% | $4,660-60.0% |
| Participant deferral / active EE | $1,694 | $6,959-75.7% | $6,031-71.9% | $6,688-74.7% |
| Admin fee / account holder | $346 | $16,648-97.9% | $12,690-97.3% | $13,397-97.4% |