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.
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 | $23,216 | $185,822-87.5% | $169,993-86.3% | $139,434-83.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.14% | 60.50%-51.4pp | 53.37%-44.2pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,989 | $7,590-73.8% | $6,785-70.7% | $4,751-58.1% |
| Participant deferral / active EE | $1,285 | $11,622-88.9% | $10,408-87.7% | $6,710-80.9% |
| Admin fee / account holder | $9,227 | $15,381-40.0% | $12,815-28.0% | $11,403-19.1% |