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 | $39,411 | $142,405-72.3% | $115,157-65.8% | $152,861-74.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 2.67% | 41.48%-38.8pp | 35.60%-32.9pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,571 | $4,010-60.8% | $3,179-50.6% | $4,762-67.0% |
| Participant deferral / active EE | $1,303 | $5,164-74.8% | $4,168-68.7% | $5,850-77.7% |
| Admin fee / account holder | $15,424 | $8,462+82.3% | $7,088+117.6% | $11,596+33.0% |