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 | $50,461 | $109,881-54.1% | $150,045-66.4% | $84,808-40.5% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 6.72% | 28.25%-21.5pp | 62.55%-55.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $2,321 | $3,561-34.8% | $4,693-50.5% | $2,631-11.8% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,302 | $8,568-26.4% | $13,435-53.1% | $7,344-14.2% |