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 | $99,729 | $99,341+0.4% | $84,750+17.7% | $273,961-63.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.69% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,889 | $4,214-31.4% | $3,574-19.2% | $4,869-40.7% |
| Participant deferral / active EE | $6,341 | $4,269+48.5% | $3,712+70.8% | $5,287+19.9% |
| Admin fee / account holder | $15,284 | $6,644+130.0% | $5,332+186.6% | $10,132+50.9% |