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.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,520 | $95,803-38.9% | $113,168-48.3% | $84,808-31.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 5.06% | 25.00%-19.9pp | 24.27%-19.2pp | 40.90%-35.8pp |
| Employer contribution / active EE | $1,553 | $2,360-34.2% | $2,975-47.8% | $2,631-41.0% |
| Participant deferral / active EE | $1,808 | $4,242-57.4% | $5,107-64.6% | $4,212-57.1% |
| Admin fee / account holder | $482 | $8,989-94.6% | $12,068-96.0% | $7,344-93.4% |