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.
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 | $4,111 | $111,535-96.3% | $105,223-96.1% | $137,256-97.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 4.38% | 237.85%-233.5pp | 180.65%-176.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $492 | $3,939-87.5% | $3,689-86.7% | $4,156-88.2% |
| Participant deferral / active EE | $1,866 | $5,500-66.1% | $5,072-63.2% | $6,407-70.9% |
| Admin fee / account holder | $332 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |