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 | $189,542 | $138,044+37.3% | $125,339+51.2% | $134,475+40.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.60% | 750.33%-758.9pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $1,088 | $5,243-79.2% | $4,814-77.4% | $4,740-77.0% |
| Participant deferral / active EE | $13,699 | $7,799+75.7% | $7,446+84.0% | $6,400+114.1% |
| Admin fee / account holder | $92,935 | $11,571+703.1% | $10,010+828.5% | $11,426+713.4% |