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 | $107,454 | $175,202-38.7% | $149,673-28.2% | $139,434-22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -9.51% | 166.71%-176.2pp | 134.42%-143.9pp | 372.94%-382.4pp |
| Employer contribution / active EE | $15,241 | $5,474+178.4% | $4,818+216.4% | $4,751+220.8% |
| Participant deferral / active EE | $9,424 | $6,519+44.6% | $5,680+65.9% | $6,710+40.4% |
| Admin fee / account holder | $1,998 | $16,150-87.6% | $13,210-84.9% | $11,403-82.5% |