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 | $1,837 | $159,934-98.9% | $147,005-98.8% | $145,959-98.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $954 | $5,287-82.0% | $4,934-80.7% | $4,661-79.5% |
| Participant deferral / active EE | $2,318 | $8,427-72.5% | $8,070-71.3% | $6,689-65.3% |
| Admin fee / account holder | $433 | $15,053-97.1% | $13,006-96.7% | $13,398-96.8% |