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 | $12,896 | $61,660-79.1% | $80,019-83.9% | $64,186-79.9% |
| Participation rate | 71.6% | 71.7%-0.1pp | 75.8%-4.3pp | 69.6%+2.0pp |
| Annual return | -4.17% | -0.33%-3.8pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $179 | $1,810-90.1% | $2,468-92.7% | $2,381-92.5% |
| Participant deferral / active EE | $1,728 | $2,968-41.8% | $3,686-53.1% | $3,470-50.2% |
| Admin fee / account holder | $612 | $5,417-88.7% | $6,521-90.6% | $4,888-87.5% |