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 | $2,648 | $148,978-98.2% | $200,582-98.7% | $84,808-96.9% |
| Participation rate | 74.4% | 84.2%-9.8pp | 86.9%-12.5pp | 68.3%+6.1pp |
| Annual return | 51.87% | 28.16%+23.7pp | 42.33%+9.5pp | 40.90%+11.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,946 | $7,142-58.7% | $9,331-68.4% | $4,212-30.0% |
| Admin fee / account holder | $382 | $13,977-97.3% | $16,305-97.7% | $7,344-94.8% |