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.
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 | $138,117 | $60,022+130.1% | $88,946+55.3% | $84,808+62.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 11.02% | 22.43%-11.4pp | 57.82%-46.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $6,887 | $1,703+304.4% | $2,555+169.5% | $2,631+161.8% |
| Participant deferral / active EE | $10,009 | $3,114+221.5% | $4,581+118.5% | $4,212+137.7% |
| Admin fee / account holder | $5,080 | $4,811+5.6% | $8,261-38.5% | $7,344-30.8% |