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 9-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.
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 | $20,316 | $100,754-79.8% | $86,677-76.6% | $134,475-84.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.39% | 29.04%-49.4pp | 35.91%-56.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,329 | $3,489-4.6% | $2,836+17.4% | $4,740-29.8% |
| Participant deferral / active EE | $3,692 | $5,338-30.8% | $4,656-20.7% | $6,400-42.3% |
| Admin fee / account holder | $1,798 | $10,926-83.5% | $7,493-76.0% | $11,426-84.3% |