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 | $56,095 | $198,466-71.7% | $170,442-67.1% | $147,584-62.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.45% | 257.29%-242.8pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $5,190 | $6,184-16.1% | $5,433-4.5% | $4,876+6.4% |
| Participant deferral / active EE | $3,336 | $5,629-40.7% | $4,939-32.5% | $5,439-38.7% |
| Admin fee / account holder | $1,652 | $16,852-90.2% | $13,880-88.1% | $10,885-84.8% |