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 | $116,539 | $72,492+60.8% | $87,100+33.8% | $72,985+59.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.70% | 24.46%-6.8pp | 28.19%-10.5pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,529 | $1,894-19.3% | $2,521-39.4% | $2,440-37.4% |
| Participant deferral / active EE | $5,533 | $3,270+69.2% | $4,049+36.7% | $3,607+53.4% |
| Admin fee / account holder | $25,129 | $5,055+397.1% | $7,497+235.2% | $5,124+390.4% |