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.
Employer 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.)
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 | $57,963 | $180,449-67.9% | $154,107-62.4% | $135,375-57.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.43% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.2pp |
| Employer contribution / active EE | $786 | $6,035-87.0% | $5,298-85.2% | $4,779-83.5% |
| Participant deferral / active EE | $4,693 | $5,806-19.2% | $5,081-7.6% | $5,609-16.3% |
| Admin fee / account holder | $5,897 | $16,143-63.5% | $13,411-56.0% | $10,827-45.5% |