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 | $162,401 | $105,998+53.2% | $92,233+76.1% | $147,584+10.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.66% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,200 | $4,333-26.1% | $3,679-13.0% | $4,876-34.4% |
| Participant deferral / active EE | $5,279 | $4,478+17.9% | $3,897+35.5% | $5,439-2.9% |
| Admin fee / account holder | $1,465 | $6,332-76.9% | $5,194-71.8% | $10,885-86.5% |