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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,841 | $157,256-95.6% | $141,162-95.2% | $152,861-95.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -26.40% | 64.32%-90.7pp | 71.39%-97.8pp | 345.32%-371.7pp |
| Employer contribution / active EE | $2,692 | $5,261-48.8% | $4,735-43.1% | $4,762-43.5% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,020 | $12,120-91.6% | $10,261-90.1% | $11,596-91.2% |