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 9-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 | $204,564 | $201,272+1.6% | $184,203+11.1% | $145,922+40.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.19% | 29.00%-25.8pp | 28.81%-25.6pp | 561.29%-558.1pp |
| Employer contribution / active EE | $6,000 | $7,022-14.6% | $6,427-6.6% | $4,660+28.8% |
| Participant deferral / active EE | $9,162 | $9,806-6.6% | $9,131+0.3% | $6,688+37.0% |
| Admin fee / account holder | $94,532 | $16,364+477.7% | $13,901+580.0% | $13,397+605.6% |