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 | $108,894 | $78,422+38.9% | $95,952+13.5% | $79,858+36.4% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 18.68% | 19.37%-0.7pp | 91.61%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,502 | $1,945+80.1% | $2,541+37.8% | $2,471+41.8% |
| Participant deferral / active EE | $6,018 | $3,440+75.0% | $4,167+44.4% | $3,740+60.9% |
| Admin fee / account holder | $13,578 | $5,622+141.5% | $6,795+99.8% | $5,306+155.9% |