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 | $233,411 | $95,561+144.3% | $77,163+202.5% | $139,434+67.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.13% | 54.92%-43.8pp | 37.87%-26.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $22,720 | $3,147+621.9% | $2,535+796.3% | $4,751+378.2% |
| Participant deferral / active EE | $7,821 | $4,624+69.2% | $3,833+104.0% | $6,710+16.6% |
| Admin fee / account holder | $7,913 | $8,295-4.6% | $5,472+44.6% | $11,403-30.6% |