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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,112 | $73,867-87.7% | $143,757-93.7% | $68,494-86.7% |
| Participation rate | 82.9% | 66.7%+16.3pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | 3.12% | 1.01%+2.1pp | -0.04%+3.2pp | -7.84%+11.0pp |
| Employer contribution / active EE | $746 | $3,184-76.6% | $4,951-84.9% | $2,596-71.3% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $343 | $5,755-94.0% | $14,673-97.7% | $5,403-93.6% |