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.
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 | $14,074 | $58,264-75.8% | $86,612-83.8% | $71,457-80.3% |
| Participation rate | 77.6% | 65.0%+12.6pp | 71.7%+5.9pp | 67.9%+9.6pp |
| Annual return | 22.17% | 21.63%+0.5pp | 591.07%-568.9pp | 28.85%-6.7pp |
| Employer contribution / active EE | $369 | $2,574-85.7% | $3,022-87.8% | $2,588-85.7% |
| Participant deferral / active EE | $1,162 | $3,436-66.2% | $4,438-73.8% | $4,289-72.9% |
| Admin fee / account holder | $1,217 | $1,057+15.2% | $5,614-78.3% | $1,587-23.3% |