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 exceed $250,000 - top-decile high-value plan.
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 | $320,042 | $75,828+322.1% | $67,652+373.1% | - |
| Participation rate | 0.0% | 68.4%-68.4pp | 75.7%-75.7pp | - |
| Annual return | -5.35% | -0.25%-5.1pp | 6625.04%-6630.4pp | - |
| Employer contribution / active EE | $0 | $1,407-100.0% | $2,266-100.0% | - |
| Participant deferral / active EE | $0 | $2,505-100.0% | $3,560-100.0% | - |
| Admin fee / account holder | $12,021 | $8,125+47.9% | $4,821+149.3% | - |