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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,906 | $175,202-96.1% | $149,673-95.4% | $139,434-95.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 596.72% | 166.71%+430.0pp | 134.42%+462.3pp | 372.94%+223.8pp |
| Employer contribution / active EE | $338 | $5,474-93.8% | $4,818-93.0% | $4,751-92.9% |
| Participant deferral / active EE | $434 | $6,519-93.3% | $5,680-92.4% | $6,710-93.5% |
| Admin fee / account holder | $323 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |