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 | $177,955 | $95,266+86.8% | $82,389+116.0% | $142,382+25.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.49% | 25.74%-16.3pp | 28.67%-19.2pp | 217.08%-207.6pp |
| Employer contribution / active EE | $714 | $2,991-76.1% | $2,517-71.6% | $4,299-83.4% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $9,424 | $8,563+10.0% | $7,231+30.3% | $12,624-25.3% |