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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,560 | $148,534-41.7% | $135,903-36.3% | $139,434-37.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -25.21% | 79.19%-104.4pp | 68.23%-93.4pp | 372.94%-398.2pp |
| Employer contribution / active EE | $102 | $5,243-98.1% | $4,856-97.9% | $4,751-97.9% |
| Participant deferral / active EE | $127 | $8,100-98.4% | $7,758-98.4% | $6,710-98.1% |
| Admin fee / account holder | $57,908 | $12,400+367.0% | $10,762+438.1% | $11,403+407.8% |