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 | $1,349 | $100,970-98.7% | $96,576-98.6% | $137,256-99.0% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,463 | $8,286-82.3% | $7,956-81.6% | $6,407-77.2% |
| Admin fee / account holder | $557 | $11,312-95.1% | $11,381-95.1% | $12,270-95.5% |