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 5-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 | $18,871 | $201,272-90.6% | $184,203-89.8% | $145,922-87.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.58% | 29.00%-2.4pp | 28.81%-2.2pp | 561.29%-534.7pp |
| Employer contribution / active EE | $1,067 | $7,022-84.8% | $6,427-83.4% | $4,660-77.1% |
| Participant deferral / active EE | $7,531 | $9,806-23.2% | $9,131-17.5% | $6,688+12.6% |
| Admin fee / account holder | $826 | $16,364-95.0% | $13,901-94.1% | $13,397-93.8% |