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.
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 | $183,835 | $98,652+86.3% | $142,942+28.6% | $82,448+123.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 12.89% | 22.65%-9.8pp | 113.70%-100.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,644 | $3,211-17.7% | $4,139-36.1% | $2,551+3.6% |
| Participant deferral / active EE | $3,983 | $5,580-28.6% | $7,128-44.1% | $4,139-3.8% |
| Admin fee / account holder | $4,845 | $8,078-40.0% | $12,475-61.2% | $7,234-33.0% |