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 | $183,210 | $127,386+43.8% | $115,037+59.3% | $125,391+46.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.64% | 31.28%-27.6pp | 26.14%-22.5pp | 282.22%-278.6pp |
| Employer contribution / active EE | $8,460 | $5,166+63.8% | $4,608+83.6% | $4,866+73.9% |
| Participant deferral / active EE | $5,755 | $6,423-10.4% | $6,026-4.5% | $5,352+7.5% |
| Admin fee / account holder | $7,319 | $9,516-23.1% | $8,175-10.5% | $9,540-23.3% |