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 | $74,950 | $71,050+5.5% | $93,606-19.9% | $80,856-7.3% |
| Participation rate | 82.5% | 60.4%+22.0pp | 68.7%+13.7pp | 67.6%+14.8pp |
| Annual return | -8.91% | 11.26%-20.2pp | 133.20%-142.1pp | 35.59%-44.5pp |
| Employer contribution / active EE | $10,174 | $1,564+550.6% | $2,420+320.4% | $2,755+269.3% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,123 | $6,945+17.0% | $8,285-2.0% | $6,918+17.4% |