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 | $63,584 | $72,277-12.0% | $101,248-37.2% | $79,858-20.4% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.8%+21.6pp | 69.6%+27.8pp |
| Annual return | 16.55% | 22.30%-5.8pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $8,183 | $2,692+204.0% | $3,660+123.6% | $2,471+231.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,690 | $4,400+6.6% | $5,945-21.1% | $5,306-11.6% |