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 | $53,803 | $93,571-42.5% | $135,903-60.4% | $75,163-28.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.02% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $9,248 | $3,537+161.5% | $4,856+90.4% | $2,670+246.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,821 | $6,975-59.6% | $10,762-73.8% | $5,651-50.1% |