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 | $114,381-96.4% | $107,525-96.2% | $142,382-97.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 4.38% | 242.71%-238.3pp | 181.32%-176.9pp | 217.08%-212.7pp |
| Employer contribution / active EE | $492 | $4,015-87.8% | $3,754-86.9% | $4,299-88.6% |
| Participant deferral / active EE | $1,866 | $5,564-66.5% | $5,116-63.5% | $6,507-71.3% |
| Admin fee / account holder | $332 | $9,860-96.6% | $8,919-96.3% | $12,624-97.4% |