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 | $130,857 | $89,753+45.8% | $107,525+21.7% | $84,808+54.3% |
| Participation rate | 71.1% | 68.1%+3.1pp | 75.1%-4.0pp | 68.3%+2.8pp |
| Annual return | -7.65% | 29.48%-37.1pp | 181.32%-189.0pp | 40.90%-48.5pp |
| Employer contribution / active EE | $6,568 | $3,113+111.0% | $3,754+75.0% | $2,631+149.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,046 | $7,222+136.0% | $8,919+91.1% | $7,344+132.1% |