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 | $132,754 | $94,529+40.4% | $140,016-5.2% | $64,186+106.8% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.1pp |
| Annual return | 5.35% | 7.77%-2.4pp | 651.12%-645.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,776 | $3,812-53.4% | $5,606-68.3% | $2,381-25.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,984 | $6,741-26.1% | $10,705-53.4% | $4,888+2.0% |