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.)
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 | $147,224 | $88,672+66.0% | $105,223+39.9% | $82,448+78.6% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.2pp | 68.1%+21.2pp |
| Annual return | 2.22% | 30.86%-28.6pp | 180.65%-178.4pp | 41.64%-39.4pp |
| Employer contribution / active EE | $4,717 | $3,048+54.8% | $3,689+27.9% | $2,551+84.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,412 | $7,146+129.7% | $8,859+85.3% | $7,234+126.9% |