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.
Employer 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 | $93,919 | $209,832-55.2% | $189,513-50.4% | $167,490-43.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.53% | 748.27%-735.7pp | 555.15%-542.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $585 | $6,914-91.5% | $6,162-90.5% | $4,837-87.9% |
| Participant deferral / active EE | $9,563 | $8,935+7.0% | $8,221+16.3% | $6,341+50.8% |
| Admin fee / account holder | $2,143 | $14,293-85.0% | $12,045-82.2% | $12,309-82.6% |