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 | $172,724 | $167,484+3.1% | $151,611+13.9% | $134,475+28.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 18.73% | 7.80%+10.9pp | 3.33%+15.4pp | 417.96%-399.2pp |
| Employer contribution / active EE | $11,147 | $6,829+63.2% | $6,166+80.8% | $4,740+135.2% |
| Participant deferral / active EE | $11,841 | $8,986+31.8% | $8,363+41.6% | $6,400+85.0% |
| Admin fee / account holder | $336 | $13,783-97.6% | $11,616-97.1% | $11,426-97.1% |