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 | $22,922 | $105,998-78.4% | $92,233-75.1% | $147,584-84.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.52% | 50.05%-25.5pp | 176.28%-151.8pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,434 | $4,333-66.9% | $3,679-61.0% | $4,876-70.6% |
| Participant deferral / active EE | $1,570 | $4,478-64.9% | $3,897-59.7% | $5,439-71.1% |
| Admin fee / account holder | $533 | $6,332-91.6% | $5,194-89.7% | $10,885-95.1% |