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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $333,034 | $81,208+310.1% | $98,907+236.7% | $79,858+317.0% |
| Participation rate | 84.0% | 72.5%+11.5pp | 76.0%+8.0pp | 69.6%+14.4pp |
| Annual return | 11.42% | 60.99%-49.6pp | 196.43%-185.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,574 | $1,960+133.4% | $2,689+70.1% | $2,471+85.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $19,777 | $6,013+228.9% | $6,642+197.8% | $5,306+272.7% |