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 | $121,016 | $100,901+19.9% | $75,670+59.9% | $147,584-18.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.05% | 35.78%-21.7pp | 27.34%-13.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,450 | $3,253-24.7% | $2,352+4.2% | $4,876-49.8% |
| Participant deferral / active EE | $7,087 | $4,027+76.0% | $3,142+125.5% | $5,439+30.3% |
| Admin fee / account holder | $4,589 | $11,285-59.3% | $5,800-20.9% | $10,885-57.8% |