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.)
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 | $52,634 | $95,803-45.1% | $113,168-53.5% | $84,808-37.9% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 4.60% | 25.00%-20.4pp | 24.27%-19.7pp | 40.90%-36.3pp |
| Employer contribution / active EE | $2,218 | $2,360-6.0% | $2,975-25.4% | $2,631-15.7% |
| Participant deferral / active EE | $1,852 | $4,242-56.3% | $5,107-63.7% | $4,212-56.0% |
| Admin fee / account holder | $4,758 | $8,989-47.1% | $12,068-60.6% | $7,344-35.2% |