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 | $3,645 | $214,378-98.3% | $200,582-98.2% | $142,382-97.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 27.37% | 46.41%-19.0pp | 42.33%-15.0pp | 217.08%-189.7pp |
| Employer contribution / active EE | $821 | $6,841-88.0% | $6,419-87.2% | $4,299-80.9% |
| Participant deferral / active EE | $930 | $9,865-90.6% | $9,331-90.0% | $6,507-85.7% |
| Admin fee / account holder | $1,537 | $17,692-91.3% | $16,305-90.6% | $12,624-87.8% |