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 | $210,835 | $115,770+82.1% | $101,248+108.2% | $158,922+32.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.27% | 56.14%-48.9pp | 46.47%-39.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $23,836 | $4,175+471.0% | $3,660+551.3% | $4,761+400.6% |
| Participant deferral / active EE | $19,503 | $4,957+293.4% | $4,370+346.3% | $5,982+226.0% |
| Admin fee / account holder | $10,333 | $7,245+42.6% | $5,945+73.8% | $11,246-8.1% |