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 | $52,240 | $65,041-19.7% | $90,951-42.6% | $79,858-34.6% |
| Participation rate | 98.0% | 61.6%+36.4pp | 69.0%+29.0pp | 69.6%+28.4pp |
| Annual return | 18.68% | 30.45%-11.8pp | 134.60%-115.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $200 | $1,247-84.0% | $2,122-90.6% | $2,471-91.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,473 | $4,536+20.6% | $5,959-8.2% | $5,306+3.1% |