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 | $64,829 | $93,024-30.3% | $77,024-15.8% | $134,475-51.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -34.42% | 62.60%-97.0pp | 42.32%-76.7pp | 417.96%-452.4pp |
| Employer contribution / active EE | $5,816 | $3,418+70.1% | $2,812+106.8% | $4,740+22.7% |
| Participant deferral / active EE | $15,579 | $5,238+197.4% | $4,426+252.0% | $6,400+143.4% |
| Admin fee / account holder | $1,023 | $6,944-85.3% | $5,425-81.2% | $11,426-91.0% |