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.
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 | $909 | $100,852-99.1% | $90,404-99.0% | $158,922-99.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.90% | 1724.20%-1722.3pp | 1293.02%-1291.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $8,240 | $3,689+123.4% | $3,262+152.6% | $4,761+73.1% |
| Participant deferral / active EE | $3,913 | $4,348-10.0% | $3,963-1.3% | $5,982-34.6% |
| Admin fee / account holder | $85,315 | $6,501+1212.3% | $5,611+1420.5% | $11,246+658.6% |