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 | $43,709 | $107,334-59.3% | $92,893-52.9% | $152,861-71.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.92% | 145.58%-118.7pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,064 | $4,221-51.1% | $3,653-43.5% | $4,762-56.7% |
| Participant deferral / active EE | $9,235 | $4,845+90.6% | $4,236+118.0% | $5,850+57.9% |
| Admin fee / account holder | $403 | $7,079-94.3% | $5,794-93.1% | $11,596-96.5% |