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 7-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 | $94,627 | $78,694+20.2% | $67,652+39.9% | $125,391-24.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.81% | 9.46%-10.3pp | 6625.04%-6625.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $711 | $3,044-76.7% | $2,266-68.6% | $4,866-85.4% |
| Participant deferral / active EE | $4,961 | $4,292+15.6% | $3,560+39.4% | $5,352-7.3% |
| Admin fee / account holder | $783 | $7,403-89.4% | $4,821-83.8% | $9,540-91.8% |