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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $24,013 | $91,190-73.7% | $178,490-86.5% | $79,858-69.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.35% | 24.19%-18.8pp | 151.07%-145.7pp | 31.71%-26.4pp |
| Employer contribution / active EE | $2,115 | $3,256-35.0% | $5,011-57.8% | $2,471-14.4% |
| Participant deferral / active EE | $1,263 | $3,236-61.0% | $5,202-75.7% | $3,740-66.2% |
| Admin fee / account holder | $972 | $6,751-85.6% | $13,984-93.1% | $5,306-81.7% |