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 | $27,723 | $88,594-68.7% | $70,092-60.4% | $134,475-79.4% |
| Participation rate | 72.7% | 74.9%-2.2pp | 70.5%+2.3pp | 81.2%-8.5pp |
| Annual return | -19.33% | 442.67%-462.0pp | 190.73%-210.1pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,205 | $3,233-62.7% | $2,559-52.9% | $4,740-74.6% |
| Participant deferral / active EE | $3,746 | $4,772-21.5% | $3,849-2.7% | $6,400-41.5% |
| Admin fee / account holder | $714 | $10,441-93.2% | $6,267-88.6% | $11,426-93.8% |