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 | $364,246 | $73,004+398.9% | $90,749+301.4% | $68,494+431.8% |
| Participation rate | 97.8% | 70.8%+27.0pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | 9.90% | -13.81%+23.7pp | -12.16%+22.1pp | -7.84%+17.7pp |
| Employer contribution / active EE | $6,209 | $2,193+183.2% | $2,921+112.6% | $2,596+139.2% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $23,400 | $5,896+296.9% | $8,445+177.1% | $5,403+333.1% |