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 | $40,852 | $132,239-69.1% | $105,722-61.4% | $273,961-85.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 2.59% | 10.07%-7.5pp | 12.25%-9.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $2,593 | $4,867-46.7% | $4,079-36.4% | $4,869-46.7% |
| Participant deferral / active EE | $2,984 | $6,233-52.1% | $5,326-44.0% | $5,287-43.6% |
| Admin fee / account holder | $24,844 | $12,032+106.5% | $8,308+199.0% | $10,132+145.2% |