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 | $249,428 | $104,486+138.7% | $76,817+224.7% | $152,861+63.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 13.37% | 1013.37%-1000.0pp | 1166.11%-1152.7pp | 345.32%-331.9pp |
| Employer contribution / active EE | $5,486 | $3,116+76.1% | $2,302+138.3% | $4,762+15.2% |
| Participant deferral / active EE | $4,992 | $4,236+17.9% | $3,336+49.6% | $5,850-14.7% |
| Admin fee / account holder | $9,792 | $12,275-20.2% | $6,420+52.5% | $11,596-15.6% |