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.
Employer 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 | $51,217 | $123,793-58.6% | $177,821-71.2% | $79,858-35.9% |
| Participation rate | 96.7% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | -2.76% | 22.82%-25.6pp | 48.32%-51.1pp | 31.71%-34.5pp |
| Employer contribution / active EE | $767 | $4,095-81.3% | $5,918-87.0% | $2,471-69.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,189 | $7,243+40.7% | $12,427-18.0% | $5,306+92.0% |