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.)
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 | $762,733 | $112,729+576.6% | $98,716+672.7% | $137,256+455.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.96% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $783 | $2,725-71.3% | $2,279-65.7% | $4,156-81.2% |
| Participant deferral / active EE | $783 | $4,640-83.1% | $4,048-80.7% | $6,407-87.8% |
| Admin fee / account holder | $30,810 | $10,129+204.2% | $8,703+254.0% | $12,270+151.1% |