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 | $140,568 | $78,422+79.2% | $95,952+46.5% | $79,858+76.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 180.33% | 19.37%+161.0pp | 91.61%+88.7pp | 31.71%+148.6pp |
| Employer contribution / active EE | $862 | $1,945-55.7% | $2,541-66.1% | $2,471-65.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,749 | $5,622-33.3% | $6,795-44.8% | $5,306-29.4% |