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 7-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 | $8,970 | $217,402-95.9% | $185,823-95.2% | $167,490-94.6% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 16.19% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $978 | $5,873-83.4% | $5,167-81.1% | $4,837-79.8% |
| Participant deferral / active EE | $2,691 | $6,356-57.7% | $5,568-51.7% | $6,341-57.6% |
| Admin fee / account holder | $1,111 | $19,811-94.4% | $16,237-93.2% | $12,309-91.0% |