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 8-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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,815 | $77,813-63.0% | $123,544-76.7% | $64,186-55.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -11.06% | 12.48%-23.5pp | 119.20%-130.3pp | 7.63%-18.7pp |
| Employer contribution / active EE | $5,711 | $3,014+89.5% | $4,628+23.4% | $2,381+139.9% |
| Participant deferral / active EE | $7,528 | $5,240+43.7% | $6,426+17.2% | $3,470+117.0% |
| Admin fee / account holder | $801 | $5,519-85.5% | $9,284-91.4% | $4,888-83.6% |