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 | $103,110 | $168,632-38.9% | $147,614-30.1% | $125,391-17.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -17.08% | 77.65%-94.7pp | 61.98%-79.1pp | 282.22%-299.3pp |
| Employer contribution / active EE | $3,491 | $6,252-44.2% | $5,564-37.3% | $4,866-28.3% |
| Participant deferral / active EE | $6,238 | $5,507+13.3% | $4,895+27.4% | $5,352+16.6% |
| Admin fee / account holder | $4,152 | $13,580-69.4% | $11,611-64.2% | $9,540-56.5% |