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 | $77,825 | $176,812-56.0% | $146,665-46.9% | $167,490-53.5% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 5.90% | 24.03%-18.1pp | 22.74%-16.8pp | 478.56%-472.7pp |
| Employer contribution / active EE | $6,250 | $5,160+21.1% | $4,136+51.1% | $4,837+29.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7,407 | $13,259-44.1% | $10,280-27.9% | $12,309-39.8% |