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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,225 | $180,449-88.2% | $154,107-86.2% | $135,375-84.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.44% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $498 | $6,035-91.8% | $5,298-90.6% | $4,779-89.6% |
| Participant deferral / active EE | $3,193 | $5,806-45.0% | $5,081-37.2% | $5,609-43.1% |
| Admin fee / account holder | $2,246 | $16,143-86.1% | $13,411-83.3% | $10,827-79.3% |