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.)
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 | $83,519 | $166,020-49.7% | $164,866-49.3% | $145,959-42.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.99% | 100.08%-91.1pp | 69.97%-61.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,912 | $5,275-63.8% | $4,343-56.0% | $4,661-59.0% |
| Participant deferral / active EE | $905 | $6,961-87.0% | $6,033-85.0% | $6,689-86.5% |
| Admin fee / account holder | $768 | $16,644-95.4% | $12,689-94.0% | $13,398-94.3% |