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 | $173,283 | $99,985+73.3% | $146,665+18.1% | $85,850+101.8% |
| Participation rate | 98.4% | 73.1%+25.3pp | 80.1%+18.3pp | 69.3%+29.1pp |
| Annual return | 7.72% | 18.93%-11.2pp | 22.74%-15.0pp | 318.53%-310.8pp |
| Employer contribution / active EE | $13,214 | $2,559+416.4% | $4,136+219.5% | $2,565+415.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,260 | $7,702+85.1% | $10,280+38.7% | $6,260+127.8% |