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 9-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 | $71,281 | $110,257-35.4% | $96,544-26.2% | $139,434-48.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 38.31% | 26.32%+12.0pp | 25.84%+12.5pp | 372.94%-334.6pp |
| Employer contribution / active EE | $13,727 | $3,620+279.2% | $2,965+363.0% | $4,751+188.9% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13,197 | $11,591+13.9% | $8,252+59.9% | $11,403+15.7% |