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 | $1,001 | $154,228-99.4% | $145,433-99.3% | $137,256-99.3% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 1.17% | 74.59%-73.4pp | 66.58%-65.4pp | 220.34%-219.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $857 | $8,216-89.6% | $7,897-89.1% | $6,407-86.6% |
| Admin fee / account holder | $395 | $14,344-97.2% | $13,129-97.0% | $12,270-96.8% |