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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,405 | $181,894+50.9% | $156,549+75.3% | $273,961+0.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 8.10% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $6,625 | $6,248+6.0% | $5,501+20.4% | $4,869+36.1% |
| Participant deferral / active EE | $750 | $5,550-86.5% | $4,871-84.6% | $5,287-85.8% |
| Admin fee / account holder | $23,914 | $15,559+53.7% | $13,027+83.6% | $10,132+136.0% |