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 | $21,498 | $168,632-87.3% | $147,614-85.4% | $125,391-82.9% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -0.42% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $644 | $6,252-89.7% | $5,564-88.4% | $4,866-86.8% |
| Participant deferral / active EE | $2,954 | $5,507-46.4% | $4,895-39.7% | $5,352-44.8% |
| Admin fee / account holder | $382 | $13,580-97.2% | $11,611-96.7% | $9,540-96.0% |