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 | $3,722 | $209,336-98.2% | $197,124-98.1% | $137,256-97.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.29% | 48.09%-20.8pp | 44.34%-17.0pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,213 | $6,591-81.6% | $6,227-80.5% | $4,156-70.8% |
| Participant deferral / active EE | $1,217 | $9,614-87.3% | $9,135-86.7% | $6,407-81.0% |
| Admin fee / account holder | $862 | $17,308-95.0% | $16,298-94.7% | $12,270-93.0% |