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 | $50,252 | $56,053-10.4% | $75,972-33.9% | $80,856-37.9% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 11.53% | 20.53%-9.0pp | 359.55%-348.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,209 | $1,874+17.9% | $2,685-17.7% | $2,755-19.8% |
| Participant deferral / active EE | $3,823 | $3,052+25.3% | $4,255-10.2% | $4,296-11.0% |
| Admin fee / account holder | $9,601 | $5,234+83.4% | $6,467+48.5% | $6,918+38.8% |