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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,522 | $71,883-70.1% | $86,677-75.2% | $68,494-68.6% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -3.85% | 3.52%-7.4pp | 35.91%-39.8pp | -7.84%+4.0pp |
| Employer contribution / active EE | $5,529 | $2,173+154.5% | $2,836+94.9% | $2,596+113.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,132 | $6,112-65.1% | $7,493-71.6% | $5,403-60.5% |