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 | $101,399 | $165,335-38.7% | $149,696-32.3% | $158,922-36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.43% | 348.15%-341.7pp | 276.60%-270.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,358 | $5,103-73.4% | $4,644-70.8% | $4,761-71.5% |
| Participant deferral / active EE | $1,329 | $7,181-81.5% | $6,842-80.6% | $5,982-77.8% |
| Admin fee / account holder | $14,829 | $10,807+37.2% | $9,309+59.3% | $11,246+31.9% |