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.
Participant 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.)
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 | $221,678 | $135,952+63.1% | $123,892+78.9% | $273,961-19.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.28% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,787 | $5,170-65.4% | $4,617-61.3% | $4,869-63.3% |
| Participant deferral / active EE | $400 | $6,343-93.7% | $5,984-93.3% | $5,287-92.4% |
| Admin fee / account holder | $3,188 | $9,817-67.5% | $8,357-61.9% | $10,132-68.5% |