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.
Employer 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.)
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 | $23,573 | $124,319-81.0% | $111,297-78.8% | $167,490-85.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.45% | 37.44%-23.0pp | 54.65%-40.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $469 | $3,435-86.3% | $2,731-82.8% | $4,837-90.3% |
| Participant deferral / active EE | $3,656 | $5,180-29.4% | $4,487-18.5% | $6,341-42.3% |
| Admin fee / account holder | $2,735 | $10,618-74.2% | $7,964-65.7% | $12,309-77.8% |