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 | $45,083 | $115,770-61.1% | $101,248-55.5% | $158,922-71.6% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 5.18% | 56.14%-51.0pp | 46.47%-41.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $11,297 | $4,175+170.6% | $3,660+208.7% | $4,761+137.3% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,738 | $7,245-48.4% | $5,945-37.1% | $11,246-66.8% |