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 | $60,647 | $65,685-7.7% | $57,179+6.1% | $273,961-77.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.52% | 21.99%-23.5pp | 14.59%-16.1pp | 41.45%-43.0pp |
| Employer contribution / active EE | $4,623 | $3,279+41.0% | $2,682+72.4% | $4,869-5.0% |
| Participant deferral / active EE | $9,350 | $3,782+147.2% | $3,096+202.0% | $5,287+76.8% |
| Admin fee / account holder | $52,230 | $4,835+980.3% | $3,139+1563.9% | $10,132+415.5% |