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 | $7,443 | $201,272-96.3% | $184,203-96.0% | $145,922-94.9% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 26.03% | 29.00%-3.0pp | 28.81%-2.8pp | 561.29%-535.3pp |
| Employer contribution / active EE | $1,356 | $7,022-80.7% | $6,427-78.9% | $4,660-70.9% |
| Participant deferral / active EE | $2,062 | $9,806-79.0% | $9,131-77.4% | $6,688-69.2% |
| Admin fee / account holder | $988 | $16,364-94.0% | $13,901-92.9% | $13,397-92.6% |