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 | $105,176 | $65,041+61.7% | $90,951+15.6% | $79,858+31.7% |
| Participation rate | 86.8% | 61.6%+25.2pp | 69.0%+17.8pp | 69.6%+17.2pp |
| Annual return | 40.85% | 30.45%+10.4pp | 134.60%-93.8pp | 31.71%+9.1pp |
| Employer contribution / active EE | $8,601 | $1,247+589.6% | $2,122+305.3% | $2,471+248.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,955 | $4,536+9.2% | $5,959-16.8% | $5,306-6.6% |