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 | $117,364 | $167,307-29.9% | $143,757-18.4% | $134,475-12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.40% | 0.46%-0.1pp | -0.04%+0.4pp | 417.96%-417.6pp |
| Employer contribution / active EE | $14,901 | $5,619+165.2% | $4,951+201.0% | $4,740+214.4% |
| Participant deferral / active EE | $11,140 | $6,446+72.8% | $5,637+97.6% | $6,400+74.1% |
| Admin fee / account holder | $1,390 | $18,088-92.3% | $14,673-90.5% | $11,426-87.8% |