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 | $131,739 | $100,041+31.7% | $149,718-12.0% | $70,131+87.8% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 21.29% | 27.43%-6.1pp | 1501.63%-1480.3pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,905 | $3,662-48.0% | $5,445-65.0% | $2,342-18.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,562 | $8,286-44.9% | $11,283-59.6% | $4,645-1.8% |