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 | $193,921 | $157,256+23.3% | $141,162+37.4% | $152,861+26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.49% | 64.32%-50.8pp | 71.39%-57.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $3,718 | $5,261-29.3% | $4,735-21.5% | $4,762-21.9% |
| Participant deferral / active EE | $12,500 | $7,109+75.8% | $6,709+86.3% | $5,850+113.7% |
| Admin fee / account holder | $6,370 | $12,120-47.4% | $10,261-37.9% | $11,596-45.1% |