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 | $97,247 | $167,484-41.9% | $151,611-35.9% | $134,475-27.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.60% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,728 | $6,829-74.7% | $6,166-72.0% | $4,740-63.6% |
| Participant deferral / active EE | $10,358 | $8,986+15.3% | $8,363+23.8% | $6,400+61.8% |
| Admin fee / account holder | $847 | $13,783-93.9% | $11,616-92.7% | $11,426-92.6% |