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 | $31,706 | $198,466-84.0% | $170,442-81.4% | $147,584-78.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 15.10% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $455 | $6,184-92.6% | $5,433-91.6% | $4,876-90.7% |
| Participant deferral / active EE | $5,800 | $5,629+3.0% | $4,939+17.4% | $5,439+6.6% |
| Admin fee / account holder | $947 | $16,852-94.4% | $13,880-93.2% | $10,885-91.3% |