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 | $222,035 | $72,277+207.2% | $101,248+119.3% | $79,858+178.0% |
| Participation rate | 84.2% | 68.5%+15.8pp | 75.8%+8.4pp | 69.6%+14.6pp |
| Annual return | 18.56% | 22.30%-3.7pp | 46.47%-27.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $8,767 | $2,692+225.7% | $3,660+139.6% | $2,471+254.8% |
| Participant deferral / active EE | $6,702 | $3,282+104.2% | $4,370+53.3% | $3,740+79.2% |
| Admin fee / account holder | $11,748 | $4,400+167.0% | $5,945+97.6% | $5,306+121.4% |