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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,789 | $197,591-17.6% | $177,821-8.5% | $158,922+2.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.86% | 58.76%-42.9pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $958 | $6,697-85.7% | $5,918-83.8% | $4,761-79.9% |
| Participant deferral / active EE | $6,557 | $8,405-22.0% | $7,714-15.0% | $5,982+9.6% |
| Admin fee / account holder | $38,268 | $15,399+148.5% | $12,427+207.9% | $11,246+240.3% |