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.)
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 | $80,087 | $109,881-27.1% | $150,045-46.6% | $84,808-5.6% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 0.75% | 28.25%-27.5pp | 62.55%-61.8pp | 40.90%-40.1pp |
| Employer contribution / active EE | $2,541 | $3,561-28.7% | $4,693-45.9% | $2,631-3.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,456 | $8,568-36.3% | $13,435-59.4% | $7,344-25.7% |