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 | $5,034 | $209,336-97.6% | $197,124-97.4% | $137,256-96.3% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 28.44% | 48.09%-19.6pp | 44.34%-15.9pp | 220.34%-191.9pp |
| Employer contribution / active EE | $782 | $6,591-88.1% | $6,227-87.5% | $4,156-81.2% |
| Participant deferral / active EE | $1,193 | $9,614-87.6% | $9,135-86.9% | $6,407-81.4% |
| Admin fee / account holder | $470 | $17,308-97.3% | $16,298-97.1% | $12,270-96.2% |