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 | $8,248 | $159,602-94.8% | $150,045-94.5% | $142,382-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.61% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $699 | $4,961-85.9% | $4,693-85.1% | $4,299-83.7% |
| Participant deferral / active EE | $1,823 | $8,310-78.1% | $7,997-77.2% | $6,507-72.0% |
| Admin fee / account holder | $495 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |