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 | $44,427 | $123,793-64.1% | $177,821-75.0% | $79,858-44.4% |
| Participation rate | 84.8% | 84.7%+0.2pp | 87.7%-2.9pp | 69.6%+15.2pp |
| Annual return | 16.25% | 22.82%-6.6pp | 48.32%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,266 | $4,095-44.7% | $5,918-61.7% | $2,471-8.3% |
| Participant deferral / active EE | $4,211 | $5,956-29.3% | $7,714-45.4% | $3,740+12.6% |
| Admin fee / account holder | $9,141 | $7,243+26.2% | $12,427-26.4% | $5,306+72.3% |