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 | $105,015 | $138,347-24.1% | $184,203-43.0% | $80,856+29.9% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 12.16% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,503 | $4,850-48.4% | $6,427-61.1% | $2,755-9.2% |
| Participant deferral / active EE | $4,372 | $7,071-38.2% | $9,131-52.1% | $4,296+1.8% |
| Admin fee / account holder | $8,445 | $10,483-19.4% | $13,901-39.2% | $6,918+22.1% |