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.)
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 | $57,445 | $94,625-39.3% | $116,228-50.6% | $84,808-32.3% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.6%+22.8pp | 68.3%+29.1pp |
| Annual return | -20.14% | 20.40%-40.5pp | 90.06%-110.2pp | 40.90%-61.0pp |
| Employer contribution / active EE | $2,754 | $2,347+17.4% | $2,994-8.0% | $2,631+4.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,629 | $10,091-24.4% | $11,989-36.4% | $7,344+3.9% |