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 | $167,281 | $127,386+31.3% | $115,037+45.4% | $125,391+33.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.89% | 31.28%-35.2pp | 26.14%-30.0pp | 282.22%-286.1pp |
| Employer contribution / active EE | $8,696 | $5,166+68.3% | $4,608+88.7% | $4,866+78.7% |
| Participant deferral / active EE | $9,098 | $6,423+41.7% | $6,026+51.0% | $5,352+70.0% |
| Admin fee / account holder | $61,846 | $9,516+549.9% | $8,175+656.5% | $9,540+548.2% |