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 | $174,625 | $87,013+100.7% | $106,213+64.4% | $80,856+116.0% |
| Participation rate | 89.6% | 70.4%+19.1pp | 75.3%+14.3pp | 67.6%+21.9pp |
| Annual return | -5.32% | 17.05%-22.4pp | 116.14%-121.5pp | 35.59%-40.9pp |
| Employer contribution / active EE | $17,749 | $2,395+641.0% | $3,171+459.6% | $2,755+544.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,502 | $8,431+12.7% | $11,033-13.9% | $6,918+37.3% |