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 | $92,150 | $110,257-16.4% | $96,544-4.6% | $139,434-33.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 15.08% | 26.32%-11.2pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $911 | $3,620-74.8% | $2,965-69.3% | $4,751-80.8% |
| Participant deferral / active EE | $6,862 | $5,548+23.7% | $4,851+41.5% | $6,710+2.3% |
| Admin fee / account holder | $60,436 | $11,591+421.4% | $8,252+632.4% | $11,403+430.0% |