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 | $99,688 | $89,753+11.1% | $107,525-7.3% | $84,808+17.5% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 4.68% | 29.48%-24.8pp | 181.32%-176.6pp | 40.90%-36.2pp |
| Employer contribution / active EE | $15,000 | $3,113+381.8% | $3,754+299.6% | $2,631+470.1% |
| Participant deferral / active EE | $7,611 | $4,056+87.6% | $5,116+48.8% | $4,212+80.7% |
| Admin fee / account holder | $29,784 | $7,222+312.4% | $8,919+234.0% | $7,344+305.6% |