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 | $4,823 | $114,381-95.8% | $107,525-95.5% | $142,382-96.6% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 19.45% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $677 | $4,015-83.1% | $3,754-82.0% | $4,299-84.3% |
| Participant deferral / active EE | $1,313 | $5,564-76.4% | $5,116-74.3% | $6,507-79.8% |
| Admin fee / account holder | $453 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |