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 | $33,178 | $97,757-66.1% | $83,848-60.4% | $135,375-75.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.19% | 1287.37%-1299.6pp | 850.88%-863.1pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,873 | $4,222-55.6% | $3,631-48.4% | $4,779-60.8% |
| Participant deferral / active EE | $12,507 | $4,682+167.1% | $4,082+206.4% | $5,609+123.0% |
| Admin fee / account holder | $361 | $6,674-94.6% | $5,478-93.4% | $10,827-96.7% |