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 | $32,403 | $77,813-58.4% | $123,544-73.8% | $64,186-49.5% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -3.86% | 12.48%-16.3pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,363 | $3,014-54.8% | $4,628-70.5% | $2,381-42.7% |
| Participant deferral / active EE | $2,889 | $5,240-44.9% | $6,426-55.0% | $3,470-16.7% |
| Admin fee / account holder | $1,002 | $5,519-81.9% | $9,284-89.2% | $4,888-79.5% |