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.)
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 | $48,656 | $144,119-66.2% | $117,854-58.7% | $147,584-67.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 29.36% | 531.15%-501.8pp | 335.08%-305.7pp | 578.55%-549.2pp |
| Employer contribution / active EE | $1,635 | $4,896-66.6% | $3,786-56.8% | $4,876-66.5% |
| Participant deferral / active EE | $754 | $5,316-85.8% | $4,482-83.2% | $5,439-86.1% |
| Admin fee / account holder | $736 | $10,886-93.2% | $8,020-90.8% | $10,885-93.2% |