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 9-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 | $241,607 | $162,781+48.4% | $133,956+80.4% | $158,922+52.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.17% | 41.94%-34.8pp | 45.09%-37.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,504 | $4,975-49.7% | $3,919-36.1% | $4,761-47.4% |
| Participant deferral / active EE | $11,867 | $5,911+100.8% | $5,048+135.1% | $5,982+98.4% |
| Admin fee / account holder | $2,527 | $11,736-78.5% | $8,927-71.7% | $11,246-77.5% |