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.)
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 | $98,523 | $138,044-28.6% | $125,339-21.4% | $134,475-26.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.17% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,292 | $5,243-75.4% | $4,814-73.2% | $4,740-72.7% |
| Participant deferral / active EE | $1,071 | $7,799-86.3% | $7,446-85.6% | $6,400-83.3% |
| Admin fee / account holder | $2,503 | $11,571-78.4% | $10,010-75.0% | $11,426-78.1% |