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.)
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 | $24,843 | $59,805-58.5% | $79,550-68.8% | $68,494-63.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -2.25% | -12.30%+10.1pp | 0.16%-2.4pp | -7.84%+5.6pp |
| Employer contribution / active EE | $2,643 | $1,505+75.6% | $2,413+9.5% | $2,596+1.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,296 | $4,835-73.2% | $6,832-81.0% | $5,403-76.0% |