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 | $210,900 | $124,319+69.6% | $111,297+89.5% | $167,490+25.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.09% | 37.44%-17.3pp | 54.65%-34.6pp | 478.56%-458.5pp |
| Employer contribution / active EE | $712 | $3,435-79.3% | $2,731-73.9% | $4,837-85.3% |
| Participant deferral / active EE | $6,878 | $5,180+32.8% | $4,487+53.3% | $6,341+8.5% |
| Admin fee / account holder | $34,813 | $10,618+227.9% | $7,964+337.1% | $12,309+182.8% |