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 | $56,594 | $167,307-66.2% | $143,757-60.6% | $134,475-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.10% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,835 | $5,619-14.0% | $4,951-2.3% | $4,740+2.0% |
| Participant deferral / active EE | $7,576 | $6,446+17.5% | $5,637+34.4% | $6,400+18.4% |
| Admin fee / account holder | $12,397 | $18,088-31.5% | $14,673-15.5% | $11,426+8.5% |