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 | $26,245 | $83,908-68.7% | $68,509-61.7% | $125,391-79.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -5.40% | 14.48%-19.9pp | 8.27%-13.7pp | 282.22%-287.6pp |
| Employer contribution / active EE | $1,904 | $3,031-37.2% | $2,278-16.4% | $4,866-60.9% |
| Participant deferral / active EE | $1,106 | $4,125-73.2% | $3,382-67.3% | $5,352-79.3% |
| Admin fee / account holder | $804 | $8,982-91.0% | $5,275-84.8% | $9,540-91.6% |