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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $376,207 | $90,503+315.7% | $78,689+378.1% | $273,961+37.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.70% | 75.60%-64.9pp | 62.18%-51.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $13,993 | $3,176+340.6% | $2,851+390.9% | $4,869+187.4% |
| Participant deferral / active EE | $114 | $3,901-97.1% | $3,517-96.8% | $5,287-97.9% |
| Admin fee / account holder | $4,179 | $5,263-20.6% | $4,510-7.3% | $10,132-58.8% |