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 7-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.
Participant 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.)
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 | $14,810 | $142,405-89.6% | $115,157-87.1% | $152,861-90.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.95% | 41.48%-25.5pp | 35.60%-19.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | $807 | $4,010-79.9% | $3,179-74.6% | $4,762-83.1% |
| Participant deferral / active EE | $1,104 | $5,164-78.6% | $4,168-73.5% | $5,850-81.1% |
| Admin fee / account holder | $954 | $8,462-88.7% | $7,088-86.5% | $11,596-91.8% |