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 | $952 | $172,111-99.4% | $150,298-99.4% | $137,256-99.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 7.95% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $74 | $4,636-98.4% | $4,154-98.2% | $4,156-98.2% |
| Participant deferral / active EE | $74 | $6,166-98.8% | $5,453-98.6% | $6,407-98.8% |
| Admin fee / account holder | $1,399 | $16,471-91.5% | $14,116-90.1% | $12,270-88.6% |