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 | $98,200 | $165,984-40.8% | $164,813-40.4% | $145,922-32.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.50% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,679 | $5,273-11.3% | $4,341+7.8% | $4,660+0.4% |
| Participant deferral / active EE | $4,377 | $6,959-37.1% | $6,031-27.4% | $6,688-34.6% |
| Admin fee / account holder | $1,197 | $16,648-92.8% | $12,690-90.6% | $13,397-91.1% |