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 | $240,160 | $117,381+104.6% | $99,443+141.5% | $152,861+57.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.61% | 31.87%-25.3pp | 30.72%-24.1pp | 345.32%-338.7pp |
| Employer contribution / active EE | $1,990 | $3,013-33.9% | $2,540-21.6% | $4,762-58.2% |
| Participant deferral / active EE | $20,167 | $4,086+393.6% | $3,619+457.3% | $5,850+244.7% |
| Admin fee / account holder | $1,980 | $7,631-74.1% | $6,250-68.3% | $11,596-82.9% |