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 | $122,664 | $103,376+18.7% | $87,100+40.8% | $152,861-19.8% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 19.09% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $444 | $3,220-86.2% | $2,521-82.4% | $4,762-90.7% |
| Participant deferral / active EE | $5,603 | $4,778+17.3% | $4,049+38.4% | $5,850-4.2% |
| Admin fee / account holder | $1,422 | $12,205-88.4% | $7,497-81.0% | $11,596-87.7% |