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 | $24,006 | $100,852-76.2% | $90,404-73.4% | $158,922-84.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -26.43% | 1724.20%-1750.6pp | 1293.02%-1319.4pp | 302.83%-329.3pp |
| Employer contribution / active EE | $2,949 | $3,689-20.0% | $3,262-9.6% | $4,761-38.1% |
| Participant deferral / active EE | $4,238 | $4,348-2.5% | $3,963+6.9% | $5,982-29.2% |
| Admin fee / account holder | $1,615 | $6,501-75.2% | $5,611-71.2% | $11,246-85.6% |