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 | $129,596 | $81,248+59.5% | $155,509-16.7% | $80,856+60.3% |
| Participation rate | 70.8% | 66.2%+4.6pp | 78.2%-7.4pp | 67.6%+3.2pp |
| Annual return | 0.84% | 33.31%-32.5pp | 64.67%-63.8pp | 35.59%-34.8pp |
| Employer contribution / active EE | $3,112 | $3,100+0.4% | $4,672-33.4% | $2,755+13.0% |
| Participant deferral / active EE | $1,931 | $3,452-44.0% | $5,626-65.7% | $4,296-55.0% |
| Admin fee / account holder | $1,297 | $7,997-83.8% | $15,912-91.8% | $6,918-81.2% |