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 6-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 | $50,340 | $48,265+4.3% | $68,791-26.8% | $68,494-26.5% |
| Participation rate | 85.7% | 60.7%+25.0pp | 69.0%+16.7pp | 67.9%+17.8pp |
| Annual return | -15.11% | -12.71%-2.4pp | -6.38%-8.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $742 | $1,829-59.4% | $2,655-72.1% | $2,596-71.4% |
| Participant deferral / active EE | $3,387 | $2,867+18.2% | $3,941-14.1% | $4,027-15.9% |
| Admin fee / account holder | $981 | $4,355-77.5% | $4,932-80.1% | $5,403-81.8% |