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 8-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 | $38,621 | $158,817-75.7% | $121,196-68.1% | $135,375-71.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -56.25% | -0.64%-55.6pp | 16.93%-73.2pp | 519.73%-576.0pp |
| Employer contribution / active EE | $1,492 | $5,665-73.7% | $4,022-62.9% | $4,779-68.8% |
| Participant deferral / active EE | $2,173 | $4,005-45.8% | $3,344-35.0% | $5,609-61.3% |
| Admin fee / account holder | $536 | $6,512-91.8% | $5,019-89.3% | $10,827-95.1% |