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 | $110,822 | $105,998+4.6% | $92,233+20.2% | $147,584-24.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.14% | 50.05%-37.9pp | 176.28%-164.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,016 | $4,333-53.5% | $3,679-45.2% | $4,876-58.7% |
| Participant deferral / active EE | $4,494 | $4,478+0.4% | $3,897+15.3% | $5,439-17.4% |
| Admin fee / account holder | $1,437 | $6,332-77.3% | $5,194-72.3% | $10,885-86.8% |