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 | $758 | $64,839-98.8% | $95,585-99.2% | $84,808-99.1% |
| Participation rate | 86.7% | 63.8%+22.8pp | 72.1%+14.6pp | 68.3%+18.4pp |
| Annual return | -31.04% | -670.96%+639.9pp | 38.56%-69.6pp | 40.90%-71.9pp |
| Employer contribution / active EE | $53 | $1,759-97.0% | $2,527-97.9% | $2,631-98.0% |
| Participant deferral / active EE | $57 | $2,965-98.1% | $4,023-98.6% | $4,212-98.7% |
| Admin fee / account holder | $445 | $5,964-92.5% | $6,127-92.7% | $7,344-93.9% |