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 | $54,870 | $201,272-72.7% | $184,203-70.2% | $145,922-62.4% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 2.78% | 29.00%-26.2pp | 28.81%-26.0pp | 561.29%-558.5pp |
| Employer contribution / active EE | $7,698 | $7,022+9.6% | $6,427+19.8% | $4,660+65.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3,157 | $16,364-80.7% | $13,901-77.3% | $13,397-76.4% |