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 | $1,048 | $154,228-99.3% | $145,433-99.3% | $137,256-99.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -3.60% | 74.59%-78.2pp | 66.58%-70.2pp | 220.34%-223.9pp |
| Employer contribution / active EE | $525 | $4,804-89.1% | $4,554-88.5% | $4,156-87.4% |
| Participant deferral / active EE | $788 | $8,216-90.4% | $7,897-90.0% | $6,407-87.7% |
| Admin fee / account holder | $1,068 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |