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 | $102,605+79.2% | $145,661+26.2% | $84,808+116.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 12.89% | 26.50%-13.6pp | 101.46%-88.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,644 | $3,325-20.5% | $4,238-37.6% | $2,631+0.5% |
| Participant deferral / active EE | $3,983 | $5,750-30.7% | $7,198-44.7% | $4,212-5.4% |
| Admin fee / account holder | $4,845 | $8,758-44.7% | $12,466-61.1% | $7,344-34.0% |