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.
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.)
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 | $126,904 | $148,978-14.8% | $200,582-36.7% | $84,808+49.6% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 24.75% | 28.16%-3.4pp | 42.33%-17.6pp | 40.90%-16.1pp |
| Employer contribution / active EE | $1,248 | $4,815-74.1% | $6,419-80.6% | $2,631-52.6% |
| Participant deferral / active EE | $3,832 | $7,142-46.3% | $9,331-58.9% | $4,212-9.0% |
| Admin fee / account holder | $4,188 | $13,977-70.0% | $16,305-74.3% | $7,344-43.0% |