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 | $7,163 | $83,902-91.5% | $167,512-95.7% | $84,808-91.6% |
| Participation rate | 97.1% | 66.5%+30.6pp | 77.1%+20.0pp | 68.3%+28.7pp |
| Annual return | 79.27% | 91.55%-12.3pp | 1615.79%-1536.5pp | 40.90%+38.4pp |
| Employer contribution / active EE | $379 | $2,264-83.2% | $3,882-90.2% | $2,631-85.6% |
| Participant deferral / active EE | $1,253 | $4,442-71.8% | $6,405-80.4% | $4,212-70.2% |
| Admin fee / account holder | $970 | $7,915-87.7% | $9,769-90.1% | $7,344-86.8% |