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 | $174,738 | $183,963-5.0% | $162,163+7.8% | $152,861+14.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.49% | 150.76%-133.3pp | 115.59%-98.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,796 | $6,371-56.1% | $5,614-50.2% | $4,762-41.3% |
| Participant deferral / active EE | $13,350 | $8,034+66.2% | $7,298+82.9% | $5,850+128.2% |
| Admin fee / account holder | $1,473 | $13,121-88.8% | $10,843-86.4% | $11,596-87.3% |