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 | $243,164 | $86,286+181.8% | $111,297+118.5% | $85,850+183.2% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 9.52% | 19.99%-10.5pp | 54.65%-45.1pp | 318.53%-309.0pp |
| Employer contribution / active EE | $24,132 | $2,043+1081.1% | $2,731+783.6% | $2,565+840.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $22,375 | $8,188+173.3% | $7,964+181.0% | $6,260+257.4% |