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 | $58,527 | $202,318-71.1% | $172,739-66.1% | $152,861-61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.56% | 1029.65%-1027.1pp | 802.84%-800.3pp | 345.32%-342.8pp |
| Employer contribution / active EE | $209 | $5,856-96.4% | $5,143-95.9% | $4,762-95.6% |
| Participant deferral / active EE | $3,160 | $5,948-46.9% | $5,198-39.2% | $5,850-46.0% |
| Admin fee / account holder | $27,638 | $17,109+61.5% | $13,954+98.1% | $11,596+138.3% |