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.
Employer 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 | $131,561 | $153,772-14.4% | $133,980-1.8% | $273,961-52.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -75.27% | 36.51%-111.8pp | 29.30%-104.6pp | 41.45%-116.7pp |
| Employer contribution / active EE | $790 | $6,029-86.9% | $5,211-84.8% | $4,869-83.8% |
| Participant deferral / active EE | $790 | $6,958-88.6% | $6,282-87.4% | $5,287-85.1% |
| Admin fee / account holder | $5,541 | $11,765-52.9% | $9,324-40.6% | $10,132-45.3% |