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 | $44,700 | $185,689-75.9% | $146,762-69.5% | $357,791-87.5% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 7.80% | -6.87%+14.7pp | -2.96%+10.8pp | 396.79%-389.0pp |
| Employer contribution / active EE | $7,835 | $4,663+68.0% | $3,453+126.9% | $7,508+4.4% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $3,550-100.0% | $5,521-100.0% |
| Admin fee / account holder | $4,996 | $15,700-68.2% | $14,221-64.9% | $28,387-82.4% |