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 | $53,482 | $214,378-75.1% | $200,582-73.3% | $142,382-62.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.50% | 46.41%-44.9pp | 42.33%-40.8pp | 217.08%-215.6pp |
| Employer contribution / active EE | $1,501 | $6,841-78.1% | $6,419-76.6% | $4,299-65.1% |
| Participant deferral / active EE | $913 | $9,865-90.7% | $9,331-90.2% | $6,507-86.0% |
| Admin fee / account holder | $6,418 | $17,692-63.7% | $16,305-60.6% | $12,624-49.2% |