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 | $2,197 | $80,717-97.3% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 81.0% | 66.8%+14.1pp | 78.1%+2.9pp | 68.3%+12.6pp |
| Annual return | 11.11% | 37.96%-26.9pp | 58.88%-47.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $301 | $2,761-89.1% | $4,305-93.0% | $2,631-88.6% |
| Participant deferral / active EE | $467 | $3,303-85.9% | $5,540-91.6% | $4,212-88.9% |
| Admin fee / account holder | $906 | $6,746-86.6% | $14,329-93.7% | $7,344-87.7% |