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.
Participant 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 | $62,068 | $117,381-47.1% | $99,443-37.6% | $152,861-59.4% |
| Participation rate | 93.3% | 77.5%+15.8pp | 73.8%+19.5pp | 82.4%+10.9pp |
| Annual return | 2.31% | 31.87%-29.6pp | 30.72%-28.4pp | 345.32%-343.0pp |
| Employer contribution / active EE | $9,220 | $3,013+206.1% | $2,540+263.0% | $4,762+93.6% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,583 | $7,631-53.0% | $6,250-42.7% | $11,596-69.1% |