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 | $2,959 | $117,983-97.5% | $101,794-97.1% | $142,382-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.69% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $265 | $2,773-90.4% | $2,289-88.4% | $4,299-93.8% |
| Participant deferral / active EE | $555 | $4,714-88.2% | $4,084-86.4% | $6,507-91.5% |
| Admin fee / account holder | $974 | $10,433-90.7% | $8,777-88.9% | $12,624-92.3% |