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 | $93,065 | $65,561+42.0% | $86,188+8.0% | $75,163+23.8% |
| Participation rate | 90.3% | 60.5%+29.8pp | 69.0%+21.4pp | 67.2%+23.1pp |
| Annual return | 18.18% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.4pp |
| Employer contribution / active EE | $12,751 | $1,553+721.2% | $2,380+435.7% | $2,670+377.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,299 | $5,474+69.9% | $6,852+35.7% | $5,651+64.6% |