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 | $97,817 | $76,000+28.7% | $154,107-36.5% | $64,186+52.4% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | -2.96% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $8,578 | $3,351+156.0% | $5,298+61.9% | $2,381+260.3% |
| Participant deferral / active EE | $4,666 | $3,175+47.0% | $5,081-8.2% | $3,470+34.5% |
| Admin fee / account holder | $2,251 | $5,596-59.8% | $13,411-83.2% | $4,888-53.9% |