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 | $16,990 | $158,398-89.3% | $126,539-86.6% | $142,382-88.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 5.37% | 593.76%-588.4pp | 425.95%-420.6pp | 217.08%-211.7pp |
| Employer contribution / active EE | $71 | $4,650-98.5% | $3,674-98.1% | $4,299-98.4% |
| Participant deferral / active EE | $71 | $4,767-98.5% | $4,083-98.3% | $6,507-98.9% |
| Admin fee / account holder | $12,772 | $6,918+84.6% | $6,065+110.6% | $12,624+1.2% |