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 | $134,388 | $198,466-32.3% | $170,442-21.2% | $147,584-8.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -16.20% | 257.29%-273.5pp | 205.93%-222.1pp | 578.55%-594.8pp |
| Employer contribution / active EE | $4,031 | $6,184-34.8% | $5,433-25.8% | $4,876-17.3% |
| Participant deferral / active EE | $10,709 | $5,629+90.2% | $4,939+116.8% | $5,439+96.9% |
| Admin fee / account holder | $17,096 | $16,852+1.5% | $13,880+23.2% | $10,885+57.1% |