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 | $38,389 | $80,717-52.4% | $154,803-75.2% | $84,808-54.7% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 19.72% | 37.96%-18.2pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,439 | $2,761+24.5% | $4,305-20.1% | $2,631+30.7% |
| Participant deferral / active EE | $2,855 | $3,303-13.6% | $5,540-48.5% | $4,212-32.2% |
| Admin fee / account holder | $4,811 | $6,746-28.7% | $14,329-66.4% | $7,344-34.5% |