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 | $75,024 | $135,952-44.8% | $123,892-39.4% | $273,961-72.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.09% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,200 | $5,170-76.8% | $4,617-74.0% | $4,869-75.4% |
| Participant deferral / active EE | $1,800 | $6,343-71.6% | $5,984-69.9% | $5,287-66.0% |
| Admin fee / account holder | $410 | $9,817-95.8% | $8,357-95.1% | $10,132-96.0% |