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.
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.
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 | $19,507 | $73,004-73.3% | $90,749-78.5% | $68,494-71.5% |
| Participation rate | 96.2% | 70.8%+25.3pp | 75.7%+20.5pp | 67.9%+28.3pp |
| Annual return | 33.10% | -13.81%+46.9pp | -12.16%+45.3pp | -7.84%+40.9pp |
| Employer contribution / active EE | $1,392 | $2,193-36.5% | $2,921-52.3% | $2,596-46.4% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $900 | $5,896-84.7% | $8,445-89.3% | $5,403-83.3% |