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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,251 | $176,377-98.7% | $134,143-98.3% | $158,922-98.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 29.26% | 63.63%-34.4pp | 36.33%-7.1pp | 302.83%-273.6pp |
| Employer contribution / active EE | $6,264 | $5,040+24.3% | $3,704+69.1% | $4,761+31.6% |
| Participant deferral / active EE | $11,789 | $4,091+188.1% | $3,499+236.9% | $5,982+97.1% |
| Admin fee / account holder | $30,527 | $8,718+250.2% | $6,684+356.7% | $11,246+171.5% |