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 | $201,259-96.3% | $184,200-96.0% | $145,959-94.9% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 26.03% | 28.98%-2.9pp | 28.80%-2.8pp | 561.95%-535.9pp |
| Employer contribution / active EE | $1,356 | $7,018-80.7% | $6,424-78.9% | $4,661-70.9% |
| Participant deferral / active EE | $2,062 | $9,806-79.0% | $9,132-77.4% | $6,689-69.2% |
| Admin fee / account holder | $988 | $16,372-94.0% | $13,907-92.9% | $13,398-92.6% |