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.
Participant 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 | $239,495 | $209,411+14.4% | $178,490+34.2% | $158,922+50.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.77% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,228 | $5,706-78.5% | $5,011-75.5% | $4,761-74.2% |
| Participant deferral / active EE | $744 | $5,954-87.5% | $5,202-85.7% | $5,982-87.6% |
| Admin fee / account holder | $22,781 | $17,074+33.4% | $13,984+62.9% | $11,246+102.6% |