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 9-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 | $20,123 | $180,449-88.8% | $154,107-86.9% | $135,375-85.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.62% | 888.09%-875.5pp | 735.12%-722.5pp | 519.73%-507.1pp |
| Employer contribution / active EE | $896 | $6,035-85.2% | $5,298-83.1% | $4,779-81.2% |
| Participant deferral / active EE | $3,083 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $198,336 | $16,143+1128.6% | $13,411+1378.9% | $10,827+1731.9% |