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.)
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 | $30,584 | $105,860-71.1% | $90,749-66.3% | $134,475-77.3% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.7%+20.1pp | 81.2%+14.6pp |
| Annual return | 11.80% | -11.01%+22.8pp | -12.16%+24.0pp | 417.96%-406.2pp |
| Employer contribution / active EE | $745 | $3,462-78.5% | $2,921-74.5% | $4,740-84.3% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,871 | $13,938-79.4% | $8,445-66.0% | $11,426-74.9% |