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 | $233,225 | $148,534+57.0% | $135,903+71.6% | $139,434+67.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.28% | 79.19%-67.9pp | 68.23%-56.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,163 | $5,243-77.8% | $4,856-76.1% | $4,751-75.5% |
| Participant deferral / active EE | $13,874 | $8,100+71.3% | $7,758+78.8% | $6,710+106.8% |
| Admin fee / account holder | $12,848 | $12,400+3.6% | $10,762+19.4% | $11,403+12.7% |