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 | $95,453-38.7% | $112,040-47.8% | $82,448-29.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 5.06% | 23.92%-18.9pp | 24.52%-19.5pp | 41.64%-36.6pp |
| Employer contribution / active EE | $1,553 | $2,318-33.0% | $2,954-47.4% | $2,551-39.1% |
| Participant deferral / active EE | $1,808 | $4,224-57.2% | $5,098-64.5% | $4,139-56.3% |
| Admin fee / account holder | $482 | $9,013-94.6% | $12,098-96.0% | $7,234-93.3% |