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 | $700 | $64,839-98.9% | $95,585-99.3% | $84,808-99.2% |
| Participation rate | 70.6% | 63.8%+6.8pp | 72.1%-1.5pp | 68.3%+2.3pp |
| Annual return | 13.57% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $705 | $2,965-76.2% | $4,023-82.5% | $4,212-83.3% |
| Admin fee / account holder | $913 | $5,964-84.7% | $6,127-85.1% | $7,344-87.6% |