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 | $180,720 | $183,519-1.5% | $155,509+16.2% | $145,922+23.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $8,358 | $5,313+57.3% | $4,672+78.9% | $4,660+79.4% |
| Participant deferral / active EE | $10,230 | $6,462+58.3% | $5,626+81.8% | $6,688+53.0% |
| Admin fee / account holder | $4,040 | $19,313-79.1% | $15,912-74.6% | $13,397-69.8% |