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 | $209,687 | $107,791+94.5% | $90,645+131.3% | $135,375+54.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 9.57% | -0.90%+10.5pp | 1.88%+7.7pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,788 | $3,018-40.8% | $2,532-29.4% | $4,779-62.6% |
| Participant deferral / active EE | $19,833 | $3,872+412.2% | $3,425+479.2% | $5,609+253.6% |
| Admin fee / account holder | $975 | $5,930-83.6% | $4,994-80.5% | $10,827-91.0% |