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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,705 | $51,228+8.7% | $77,024-27.7% | - |
| Participation rate | 0.0% | 44.6%-44.6pp | 67.9%-67.9pp | - |
| Annual return | 10.90% | 16.76%-5.9pp | 42.32%-31.4pp | - |
| Employer contribution / active EE | $0 | $1,482-100.0% | $2,812-100.0% | - |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,426-100.0% | - |
| Admin fee / account holder | $356,952 | $14,093+2432.9% | $5,425+6479.4% | - |