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 | $136,402 | $180,449-24.4% | $154,107-11.5% | $135,375+0.8% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -5.64% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,625 | $6,035+9.8% | $5,298+25.1% | $4,779+38.6% |
| Participant deferral / active EE | $4,271 | $5,806-26.4% | $5,081-15.9% | $5,609-23.9% |
| Admin fee / account holder | $1,016 | $16,143-93.7% | $13,411-92.4% | $10,827-90.6% |