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 | $13,699 | $70,669-80.6% | $169,368-91.9% | $75,163-81.8% |
| Participation rate | 98.6% | 64.8%+33.9pp | 77.1%+21.5pp | 67.2%+31.5pp |
| Annual return | 19.36% | 36.36%-17.0pp | 405.60%-386.2pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,150 | $4,311+19.5% | $6,221-17.2% | $4,125+24.9% |
| Admin fee / account holder | $3,745 | $5,402-30.7% | $9,003-58.4% | $5,651-33.7% |