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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,833 | $179,726-99.0% | $156,263-98.8% | $142,382-98.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -10.42% | 77.86%-88.3pp | 59.47%-69.9pp | 217.08%-227.5pp |
| Employer contribution / active EE | $382 | $5,069-92.5% | $4,333-91.2% | $4,299-91.1% |
| Participant deferral / active EE | $1,943 | $6,956-72.1% | $6,158-68.4% | $6,507-70.1% |
| Admin fee / account holder | $1,105 | $17,272-93.6% | $14,255-92.2% | $12,624-91.2% |