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 | $20,142 | $95,803-79.0% | $113,168-82.2% | $84,808-76.2% |
| Participation rate | 82.9% | 72.9%+10.0pp | 76.6%+6.3pp | 68.3%+14.5pp |
| Annual return | 16.35% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,953 | $4,242-54.0% | $5,107-61.8% | $4,212-53.6% |
| Admin fee / account holder | $1,039 | $8,989-88.4% | $12,068-91.4% | $7,344-85.8% |