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 | $105,715 | $93,071+13.6% | $74,583+41.7% | $273,961-61.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 66.58% | 26.18%+40.4pp | 20.47%+46.1pp | 41.45%+25.1pp |
| Employer contribution / active EE | $1,088 | $3,160-65.6% | $2,525-56.9% | $4,869-77.6% |
| Participant deferral / active EE | $4,825 | $4,160+16.0% | $3,458+39.5% | $5,287-8.7% |
| Admin fee / account holder | $1,046 | $5,272-80.2% | $4,138-74.7% | $10,132-89.7% |