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 | $102,682 | $121,625-15.6% | $104,607-1.8% | $158,922-35.4% |
| Participation rate | 92.3% | 77.5%+14.8pp | 74.1%+18.2pp | 82.0%+10.3pp |
| Annual return | 3.55% | 465.26%-461.7pp | 340.46%-336.9pp | 302.83%-299.3pp |
| Employer contribution / active EE | $19,676 | $3,163+522.1% | $2,681+634.0% | $4,761+313.3% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10,437 | $7,787+34.0% | $6,473+61.2% | $11,246-7.2% |