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 | $76,407-49.8% | $150,298-74.5% | $82,448-53.4% |
| Participation rate | 94.6% | 66.4%+28.2pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 19.72% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,439 | $2,614+31.5% | $4,154-17.2% | $2,551+34.8% |
| Participant deferral / active EE | $2,855 | $3,214-11.2% | $5,453-47.6% | $4,139-31.0% |
| Admin fee / account holder | $4,811 | $6,352-24.3% | $14,116-65.9% | $7,234-33.5% |