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 | $27,383 | $94,529-71.0% | $140,016-80.4% | $64,186-57.3% |
| Participation rate | 78.9% | 84.1%-5.2pp | 87.5%-8.6pp | 69.6%+9.3pp |
| Annual return | -4.14% | 7.77%-11.9pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,087 | $3,812-71.5% | $5,606-80.6% | $2,381-54.3% |
| Participant deferral / active EE | $2,686 | $5,250-48.8% | $6,927-61.2% | $3,470-22.6% |
| Admin fee / account holder | $11,262 | $6,741+67.1% | $10,705+5.2% | $4,888+130.4% |