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 | $124,902 | $95,971+30.1% | $74,550+67.5% | $135,375-7.7% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -8.44% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $5,127 | $2,716+88.7% | $1,961+161.4% | $4,779+7.3% |
| Participant deferral / active EE | $5,749 | $3,843+49.6% | $3,108+85.0% | $5,609+2.5% |
| Admin fee / account holder | $10,660 | $6,522+63.5% | $5,060+110.7% | $10,827-1.5% |