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 6-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,591 | $126,090+8.3% | $105,738+29.2% | - |
| Participation rate | 0.0% | 58.5%-58.5pp | 76.3%-76.3pp | - |
| Annual return | -5.23% | -8.71%+3.5pp | 6.27%-11.5pp | - |
| Employer contribution / active EE | $0 | $1,076-100.0% | $3,268-100.0% | - |
| Participant deferral / active EE | $0 | $1,830-100.0% | $4,080-100.0% | - |
| Admin fee / account holder | $8,317 | $13,423-38.0% | $6,913+20.3% | - |