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 | $141,076 | $198,466-28.9% | $170,442-17.2% | $147,584-4.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.29% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,540 | $6,184-58.9% | $5,433-53.3% | $4,876-47.9% |
| Participant deferral / active EE | $5,040 | $5,629-10.5% | $4,939+2.0% | $5,439-7.3% |
| Admin fee / account holder | $12,989 | $16,852-22.9% | $13,880-6.4% | $10,885+19.3% |