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 | $128,166 | $72,277+77.3% | $101,248+26.6% | $79,858+60.5% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.8%+22.1pp | 69.6%+28.2pp |
| Annual return | 12.21% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $7,435 | $2,692+176.2% | $3,660+103.2% | $2,471+200.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,116 | $4,400+84.4% | $5,945+36.5% | $5,306+53.0% |