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 | $66,851 | $144,119-53.6% | $117,854-43.3% | $147,584-54.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.80% | 531.15%-518.4pp | 335.08%-322.3pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,343 | $4,896-72.6% | $3,786-64.5% | $4,876-72.5% |
| Participant deferral / active EE | $12,859 | $5,316+141.9% | $4,482+186.9% | $5,439+136.4% |
| Admin fee / account holder | $4,865 | $10,886-55.3% | $8,020-39.3% | $10,885-55.3% |