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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,302 | $82,032-57.0% | $123,104-71.3% | $59,632-40.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -5.76% | 5.12%-10.9pp | 13.22%-19.0pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $3,107 | $3,297-5.8% | $5,151-39.7% | $2,203+41.0% |
| Participant deferral / active EE | $1,851 | $4,667-60.3% | $6,230-70.3% | $3,192-42.0% |
| Admin fee / account holder | $1,171 | $5,881-80.1% | $9,015-87.0% | $4,297-72.8% |