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 | $85,854 | $154,117-44.3% | $129,995-34.0% | $139,434-38.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 32.48%-20.6pp | -137.18%+149.1pp | 372.94%-361.1pp |
| Employer contribution / active EE | $4,697 | $5,289-11.2% | $4,320+8.7% | $4,751-1.1% |
| Participant deferral / active EE | $4,435 | $6,710-33.9% | $5,820-23.8% | $6,710-33.9% |
| Admin fee / account holder | $918 | $14,007-93.4% | $10,614-91.4% | $11,403-92.0% |