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 | $206,088 | $176,056+17.1% | $159,436+29.3% | $167,490+23.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.57% | 331.75%-305.2pp | 263.57%-237.0pp | 478.56%-452.0pp |
| Employer contribution / active EE | $3,189 | $5,297-39.8% | $4,829-34.0% | $4,837-34.1% |
| Participant deferral / active EE | $15,300 | $7,750+97.4% | $7,352+108.1% | $6,341+141.3% |
| Admin fee / account holder | $332,845 | $12,554+2551.3% | $10,799+2982.3% | $12,309+2604.1% |