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.
Employer 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.
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 | $271,261 | $181,894+49.1% | $156,549+73.3% | $273,961-1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.00% | 30.74%-28.7pp | 32.23%-30.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,032 | $6,248-83.5% | $5,501-81.2% | $4,869-78.8% |
| Participant deferral / active EE | $5,260 | $5,550-5.2% | $4,871+8.0% | $5,287-0.5% |
| Admin fee / account holder | $26,352 | $15,559+69.4% | $13,027+102.3% | $10,132+160.1% |