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 | $134,614 | $198,466-32.2% | $170,442-21.0% | $147,584-8.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.61% | 257.29%-253.7pp | 205.93%-202.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $2,332 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $4,282 | $5,629-23.9% | $4,939-13.3% | $5,439-21.3% |
| Admin fee / account holder | $2,659 | $16,852-84.2% | $13,880-80.8% | $10,885-75.6% |