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 7-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.
Employer 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 | $162,886 | $103,376+57.6% | $87,100+87.0% | $152,861+6.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.19% | 28.10%-1.9pp | 28.19%-2.0pp | 345.32%-319.1pp |
| Employer contribution / active EE | $629 | $3,220-80.5% | $2,521-75.1% | $4,762-86.8% |
| Participant deferral / active EE | $6,348 | $4,778+32.9% | $4,049+56.8% | $5,850+8.5% |
| Admin fee / account holder | $26,634 | $12,205+118.2% | $7,497+255.3% | $11,596+129.7% |