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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $883 | $159,602-99.4% | $150,045-99.4% | $142,382-99.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 0.21% | 70.24%-70.0pp | 62.55%-62.3pp | 217.08%-216.9pp |
| Employer contribution / active EE | $166 | $4,961-96.6% | $4,693-96.5% | $4,299-96.1% |
| Participant deferral / active EE | $356 | $8,310-95.7% | $7,997-95.6% | $6,507-94.5% |
| Admin fee / account holder | $423 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |