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.
Participant 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 | $183,088 | $202,318-9.5% | $172,739+6.0% | $152,861+19.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.19% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,667 | $5,856-71.5% | $5,143-67.6% | $4,762-65.0% |
| Participant deferral / active EE | $112 | $5,948-98.1% | $5,198-97.8% | $5,850-98.1% |
| Admin fee / account holder | $3,082 | $17,109-82.0% | $13,954-77.9% | $11,596-73.4% |