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 5-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 | $160,627 | $138,044+16.4% | $125,339+28.2% | $134,475+19.4% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -13.51% | 750.33%-763.8pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $5,334 | $5,243+1.7% | $4,814+10.8% | $4,740+12.5% |
| Participant deferral / active EE | $6,040 | $7,799-22.6% | $7,446-18.9% | $6,400-5.6% |
| Admin fee / account holder | $23,617 | $11,571+104.1% | $10,010+135.9% | $11,426+106.7% |