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 | $72,175 | $85,766-15.8% | $136,294-47.0% | $70,131+2.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.34% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $688 | $2,966-76.8% | $4,695-85.3% | $2,342-70.6% |
| Participant deferral / active EE | $5,083 | $5,051+0.6% | $6,247-18.6% | $3,332+52.6% |
| Admin fee / account holder | $5,693 | $5,420+5.0% | $9,243-38.4% | $4,645+22.6% |