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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,148 | $131,893+54.0% | $303,047-33.0% | $116,875+73.8% |
| Participation rate | 88.9% | 79.5%+9.4pp | 87.1%+1.8pp | 74.5%+14.4pp |
| Annual return | 11.41% | 15.41%-4.0pp | 2.47%+8.9pp | 16.29%-4.9pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $7,418-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $5,070-100.0% | $3,885-100.0% |
| Admin fee / account holder | $33,416 | $14,721+127.0% | $39,333-15.0% | $12,263+172.5% |