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.)
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 | $33,163 | $115,882-71.4% | $100,516-67.0% | $158,922-79.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.63% | 34.79%-34.2pp | 30.89%-30.3pp | 302.83%-302.2pp |
| Employer contribution / active EE | $33 | $4,103-99.2% | $3,418-99.0% | $4,761-99.3% |
| Participant deferral / active EE | $2,667 | $6,674-60.0% | $6,270-57.5% | $5,982-55.4% |
| Admin fee / account holder | $929 | $10,995-91.6% | $8,081-88.5% | $11,246-91.7% |