Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $47,368 | $159,934-70.4% | $147,005-67.8% | $145,959-67.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 11.40% | 98.24%-86.8pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,454 | $5,287-53.6% | $4,934-50.3% | $4,661-47.3% |
| Participant deferral / active EE | $5,478 | $8,427-35.0% | $8,070-32.1% | $6,689-18.1% |
| Admin fee / account holder | $1,366 | $15,053-90.9% | $13,006-89.5% | $13,398-89.8% |