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 | $18,297 | $97,757-81.3% | $83,848-78.2% | $135,375-86.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.58% | 1287.37%-1286.8pp | 850.88%-850.3pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,359 | $4,222-67.8% | $3,631-62.6% | $4,779-71.6% |
| Participant deferral / active EE | $1,465 | $4,682-68.7% | $4,082-64.1% | $5,609-73.9% |
| Admin fee / account holder | $6,703 | $6,674+0.4% | $5,478+22.4% | $10,827-38.1% |