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 | $102,942 | $99,877+3.1% | $84,966+21.2% | $145,922-29.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.87% | 83.76%-62.9pp | 66.38%-45.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $3,036 | $3,231-6.1% | $2,727+11.3% | $4,660-34.9% |
| Participant deferral / active EE | $41,469 | $5,291+683.8% | $4,519+817.6% | $6,688+520.1% |
| Admin fee / account holder | $13,749 | $7,248+89.7% | $6,149+123.6% | $13,397+2.6% |