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 | $1,889 | $114,381-98.3% | $107,525-98.2% | $142,382-98.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.51% | 242.71%-236.2pp | 181.32%-174.8pp | 217.08%-210.6pp |
| Employer contribution / active EE | $69 | $4,015-98.3% | $3,754-98.2% | $4,299-98.4% |
| Participant deferral / active EE | $69 | $5,564-98.8% | $5,116-98.7% | $6,507-98.9% |
| Admin fee / account holder | $4,421 | $9,860-55.2% | $8,919-50.4% | $12,624-65.0% |