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 | $149,040-88.6% | $120,225-85.9% | $137,256-87.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 5.37% | 605.68%-600.3pp | 439.23%-433.9pp | 220.34%-215.0pp |
| Employer contribution / active EE | $71 | $4,350-98.4% | $3,475-98.0% | $4,156-98.3% |
| Participant deferral / active EE | $71 | $4,655-98.5% | $3,999-98.2% | $6,407-98.9% |
| Admin fee / account holder | $12,772 | $6,348+101.2% | $5,696+124.2% | $12,270+4.1% |