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.
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 | $139,499 | $124,319+12.2% | $111,297+25.3% | $167,490-16.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.49% | 37.44%-30.9pp | 54.65%-48.2pp | 478.56%-472.1pp |
| Employer contribution / active EE | $3,813 | $3,435+11.0% | $2,731+39.6% | $4,837-21.2% |
| Participant deferral / active EE | $30,863 | $5,180+495.7% | $4,487+587.8% | $6,341+386.7% |
| Admin fee / account holder | $81,168 | $10,618+664.4% | $7,964+919.2% | $12,309+559.4% |