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 8-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 | $22,070 | $80,968-72.7% | $96,544-77.1% | $75,163-70.6% |
| Participation rate | 96.3% | 71.8%+24.6pp | 76.0%+20.4pp | 67.2%+29.1pp |
| Annual return | 32.02% | 27.06%+5.0pp | 25.84%+6.2pp | 160.62%-128.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,085 | $3,928+182.2% | $4,851+128.5% | $4,125+168.7% |
| Admin fee / account holder | $1,123 | $6,724-83.3% | $8,252-86.4% | $5,651-80.1% |