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 9-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 | $230,311 | $121,625+89.4% | $104,607+120.2% | $158,922+44.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -11.13% | 465.26%-476.4pp | 340.46%-351.6pp | 302.83%-314.0pp |
| Employer contribution / active EE | $2,022 | $3,163-36.1% | $2,681-24.6% | $4,761-57.5% |
| Participant deferral / active EE | $20,500 | $4,177+390.7% | $3,740+448.2% | $5,982+242.7% |
| Admin fee / account holder | $4,193 | $7,787-46.2% | $6,473-35.2% | $11,246-62.7% |