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 | $162,628 | $106,515+52.7% | $96,683+68.2% | $139,434+16.6% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 119.85% | 38.43%+81.4pp | 35.69%+84.2pp | 372.94%-253.1pp |
| Employer contribution / active EE | $16,331 | $4,103+298.0% | $3,737+337.0% | $4,751+243.7% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $9,512 | $7,877+20.8% | $6,730+41.3% | $11,403-16.6% |