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 | $158,308 | $78,422+101.9% | $95,952+65.0% | $79,858+98.2% |
| Participation rate | 83.0% | 73.5%+9.5pp | 77.1%+5.9pp | 69.6%+13.3pp |
| Annual return | -8.09% | 19.37%-27.5pp | 91.61%-99.7pp | 31.71%-39.8pp |
| Employer contribution / active EE | $34,527 | $1,945+1675.1% | $2,541+1258.8% | $2,471+1297.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,991 | $5,622+273.4% | $6,795+208.9% | $5,306+295.6% |