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 | $26,144 | $168,632-84.5% | $147,614-82.3% | $125,391-79.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -0.75% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,113 | $6,252-82.2% | $5,564-80.0% | $4,866-77.1% |
| Participant deferral / active EE | $2,570 | $5,507-53.3% | $4,895-47.5% | $5,352-52.0% |
| Admin fee / account holder | $7,981 | $13,580-41.2% | $11,611-31.3% | $9,540-16.3% |