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 | $58,893 | $495,011-88.1% | $442,409-86.7% | $357,791-83.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 2.62% | 92.83%-90.2pp | 90.53%-87.9pp | 396.79%-394.2pp |
| Employer contribution / active EE | $0 | $8,270-100.0% | $7,697-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $4,093,896 | $60,147+6706.5% | $51,603+7833.5% | $28,387+14321.5% |