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 | $7,715 | $183,592-95.8% | $155,567-95.0% | $145,959-94.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.01% | 61.24%-61.3pp | 64.74%-64.8pp | 561.95%-562.0pp |
| Employer contribution / active EE | $336 | $5,315-93.7% | $4,674-92.8% | $4,661-92.8% |
| Participant deferral / active EE | $520 | $6,464-92.0% | $5,628-90.8% | $6,689-92.2% |
| Admin fee / account holder | $476 | $19,318-97.5% | $15,916-97.0% | $13,398-96.4% |