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 | $18,961 | $108,172-82.5% | $77,482-75.5% | $158,922-88.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.76% | 31.67%-15.9pp | 54.79%-39.0pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,049 | $1,325+54.7% | $986+107.7% | $4,761-57.0% |
| Participant deferral / active EE | $4,837 | $2,456+96.9% | $1,861+159.9% | $5,982-19.1% |
| Admin fee / account holder | $3,152 | $3,708-15.0% | $2,858+10.3% | $11,246-72.0% |