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 | $228,762 | $82,032+178.9% | $123,104+85.8% | $59,632+283.6% |
| Participation rate | 95.6% | 83.2%+12.4pp | 86.8%+8.8pp | 68.7%+26.9pp |
| Annual return | 0.15% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $20,905 | $3,297+534.1% | $5,151+305.8% | $2,203+849.1% |
| Participant deferral / active EE | $11,510 | $4,667+146.7% | $6,230+84.8% | $3,192+260.6% |
| Admin fee / account holder | $8,127 | $5,881+38.2% | $9,015-9.8% | $4,297+89.1% |