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 9-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 | $169,797 | $105,859+60.4% | $90,160+88.3% | $147,584+15.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.95% | 37.63%-31.7pp | 34.88%-28.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $3,954 | $4,126-4.2% | $3,318+19.2% | $4,876-18.9% |
| Participant deferral / active EE | $8,312 | $5,733+45.0% | $5,288+57.2% | $5,439+52.8% |
| Admin fee / account holder | $8,877 | $8,046+10.3% | $5,943+49.4% | $10,885-18.5% |