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.)
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 | $2,121 | $53,516-96.0% | $126,539-98.3% | $84,808-97.5% |
| Participation rate | 94.0% | 58.2%+35.8pp | 69.8%+24.2pp | 68.3%+25.7pp |
| Annual return | 0.00% | 58.34%-58.3pp | 425.95%-425.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $474 | $2,671-82.3% | $4,083-88.4% | $4,212-88.7% |
| Admin fee / account holder | $317 | $4,497-93.0% | $6,065-94.8% | $7,344-95.7% |