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 | $155,744 | $62,586+148.8% | $76,768+102.9% | $64,186+142.6% |
| Participation rate | 95.3% | 72.8%+22.5pp | 77.0%+18.4pp | 69.6%+25.8pp |
| Annual return | -11.39% | -1.95%-9.4pp | 2.43%-13.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $22,804 | $1,832+1144.8% | $2,485+817.6% | $2,381+857.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,345 | $4,667+78.8% | $6,675+25.0% | $4,888+70.7% |