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 | $1,329 | $124,425-98.9% | $112,040-98.8% | $137,256-99.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.88% | 24.72%-14.8pp | 24.52%-14.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $536 | $3,411-84.3% | $2,954-81.9% | $4,156-87.1% |
| Participant deferral / active EE | $627 | $5,718-89.0% | $5,098-87.7% | $6,407-90.2% |
| Admin fee / account holder | $956 | $15,207-93.7% | $12,098-92.1% | $12,270-92.2% |