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 | $43,839 | $100,041-56.2% | $149,718-70.7% | $70,131-37.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.63% | 27.43%-15.8pp | 1501.63%-1490.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $4,085 | $3,662+11.6% | $5,445-25.0% | $2,342+74.4% |
| Participant deferral / active EE | $2,147 | $4,983-56.9% | $6,569-67.3% | $3,332-35.5% |
| Admin fee / account holder | $1,995 | $8,286-75.9% | $11,283-82.3% | $4,645-57.0% |