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 | $105,515 | $127,386-17.2% | $115,037-8.3% | $125,391-15.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.55% | 31.28%-26.7pp | 26.14%-21.6pp | 282.22%-277.7pp |
| Employer contribution / active EE | $872 | $5,166-83.1% | $4,608-81.1% | $4,866-82.1% |
| Participant deferral / active EE | $2,882 | $6,423-55.1% | $6,026-52.2% | $5,352-46.1% |
| Admin fee / account holder | $10,874 | $9,516+14.3% | $8,175+33.0% | $9,540+14.0% |