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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,712 | $362,131-46.5% | $285,549-32.2% | $357,791-45.9% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 73.64% | 5.08%+68.6pp | 7.15%+66.5pp | 396.79%-323.2pp |
| Employer contribution / active EE | $0 | $5,952-100.0% | $5,022-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,478-100.0% | $4,549-100.0% | $5,521-100.0% |
| Admin fee / account holder | $4,340 | $16,774-74.1% | $13,934-68.9% | $28,387-84.7% |