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 | $148,715 | $150,440-1.1% | $136,294+9.1% | $147,584+0.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.42% | 1049.08%-1044.7pp | 5155.94%-5151.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $12,334 | $5,256+134.7% | $4,695+162.7% | $4,876+152.9% |
| Participant deferral / active EE | $3,800 | $6,630-42.7% | $6,247-39.2% | $5,439-30.1% |
| Admin fee / account holder | $7,436 | $10,905-31.8% | $9,243-19.6% | $10,885-31.7% |