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 | $5,382 | $111,814-95.2% | $103,374-94.8% | $145,959-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.01% | 24.77%-18.8pp | 24.89%-18.9pp | 561.95%-555.9pp |
| Employer contribution / active EE | $242 | $4,214-94.2% | $3,869-93.7% | $4,661-94.8% |
| Participant deferral / active EE | $507 | $5,618-91.0% | $5,058-90.0% | $6,689-92.4% |
| Admin fee / account holder | $333 | $9,754-96.6% | $8,394-96.0% | $13,398-97.5% |