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 7-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 | $167,785 | $165,335+1.5% | $149,696+12.1% | $158,922+5.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.72% | 348.15%-343.4pp | 276.60%-271.9pp | 302.83%-298.1pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,644+7.7% | $4,761+5.0% |
| Participant deferral / active EE | $6,133 | $7,181-14.6% | $6,842-10.4% | $5,982+2.5% |
| Admin fee / account holder | $124,955 | $10,807+1056.3% | $9,309+1242.3% | $11,246+1011.1% |