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.)
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 | $63,250 | $201,272-68.6% | $184,203-65.7% | $145,922-56.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.37% | 29.00%-28.6pp | 28.81%-28.4pp | 561.29%-560.9pp |
| Employer contribution / active EE | $1,675 | $7,022-76.1% | $6,427-73.9% | $4,660-64.0% |
| Participant deferral / active EE | $1,039 | $9,806-89.4% | $9,131-88.6% | $6,688-84.5% |
| Admin fee / account holder | $2,160 | $16,364-86.8% | $13,901-84.5% | $13,397-83.9% |