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.
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 | $20,277 | $112,096-81.9% | $95,952-78.9% | $158,922-87.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -6.57% | 171.09%-177.7pp | 91.61%-98.2pp | 302.83%-309.4pp |
| Employer contribution / active EE | $1,064 | $3,198-66.7% | $2,541-58.1% | $4,761-77.7% |
| Participant deferral / active EE | $1,721 | $4,784-64.0% | $4,167-58.7% | $5,982-71.2% |
| Admin fee / account holder | $8,450 | $10,130-16.6% | $6,795+24.4% | $11,246-24.9% |