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 | $27,878 | $59,805-53.4% | $79,550-65.0% | $68,494-59.3% |
| Participation rate | 76.1% | 61.1%+15.1pp | 69.5%+6.6pp | 67.9%+8.2pp |
| Annual return | -17.38% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $925 | $1,505-38.6% | $2,413-61.7% | $2,596-64.4% |
| Participant deferral / active EE | $1,383 | $3,024-54.3% | $3,985-65.3% | $4,027-65.7% |
| Admin fee / account holder | $1,439 | $4,835-70.2% | $6,832-78.9% | $5,403-73.4% |