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 | $4,603 | $209,336-97.8% | $197,124-97.7% | $137,256-96.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.14% | 48.09%-37.0pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $500 | $6,591-92.4% | $6,227-92.0% | $4,156-88.0% |
| Participant deferral / active EE | $2,889 | $9,614-69.9% | $9,135-68.4% | $6,407-54.9% |
| Admin fee / account holder | $8,669 | $17,308-49.9% | $16,298-46.8% | $12,270-29.4% |