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 | $86,531 | $202,156-57.2% | $184,200-53.0% | - |
| Participation rate | 0.0% | 85.7%-85.7pp | 86.8%-86.8pp | - |
| Annual return | 10.20% | 6.91%+3.3pp | 28.80%-18.6pp | - |
| Employer contribution / active EE | $0 | $4,387-100.0% | $6,424-100.0% | - |
| Participant deferral / active EE | $0 | $6,520-100.0% | $9,132-100.0% | - |
| Admin fee / account holder | $783 | $12,473-93.7% | $13,907-94.4% | - |