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 | $204,663 | $163,676+25.0% | $104,294+96.2% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.3%-73.3pp | - |
| Annual return | 7.09% | -11.88%+19.0pp | 24.61%-17.5pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $3,372-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $4,625-100.0% | - |
| Admin fee / account holder | $11,682 | $34,290-65.9% | $7,339+59.2% | - |