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 | $2,151 | $127,065-98.3% | $113,168-98.1% | $142,382-98.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | -20.80% | 24.03%-44.8pp | 24.27%-45.1pp | 217.08%-237.9pp |
| Employer contribution / active EE | $316 | $3,442-90.8% | $2,975-89.4% | $4,299-92.7% |
| Participant deferral / active EE | $1,373 | $5,716-76.0% | $5,107-73.1% | $6,507-78.9% |
| Admin fee / account holder | $588 | $15,736-96.3% | $12,068-95.1% | $12,624-95.3% |