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 | $77,337 | $157,256-50.8% | $141,162-45.2% | $152,861-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.48% | 64.32%-53.8pp | 71.39%-60.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $4,998 | $5,261-5.0% | $4,735+5.5% | $4,762+4.9% |
| Participant deferral / active EE | $11,965 | $7,109+68.3% | $6,709+78.3% | $5,850+104.5% |
| Admin fee / account holder | $679 | $12,120-94.4% | $10,261-93.4% | $11,596-94.1% |