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.
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 | $147,241 | $133,922+9.9% | $116,228+26.7% | $142,382+3.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.20% | 147.76%-135.6pp | 90.06%-77.9pp | 217.08%-204.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,515 | $5,672+50.1% | $4,953+71.9% | $6,507+30.9% |
| Admin fee / account holder | $54,548 | $14,945+265.0% | $11,989+355.0% | $12,624+332.1% |