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 | $102,898 | $70,428+46.1% | $96,562+6.6% | $85,850+19.9% |
| Participation rate | 94.2% | 61.8%+32.4pp | 69.8%+24.4pp | 69.3%+24.9pp |
| Annual return | 2.09% | 18.59%-16.5pp | 37.78%-35.7pp | 318.53%-316.4pp |
| Employer contribution / active EE | $12,535 | $1,413+787.1% | $2,356+431.9% | $2,565+388.7% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,790 | $4,997+35.9% | $6,181+9.9% | $6,260+8.5% |