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 | $79,214 | $99,020-20.0% | $86,590-8.5% | $147,584-46.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.04% | 1312.34%-1307.3pp | 964.84%-959.8pp | 578.55%-573.5pp |
| Employer contribution / active EE | $6,667 | $3,132+112.9% | $2,839+134.8% | $4,876+36.7% |
| Participant deferral / active EE | $3,274 | $3,972-17.6% | $3,609-9.3% | $5,439-39.8% |
| Admin fee / account holder | $912 | $5,710-84.0% | $4,906-81.4% | $10,885-91.6% |