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 | $1,280 | $180,749-99.3% | $160,784-99.2% | $137,256-99.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.90% | 2234.46%-2230.6pp | 1803.92%-1800.0pp | 220.34%-216.4pp |
| Employer contribution / active EE | $71 | $4,155-98.3% | $3,733-98.1% | $4,156-98.3% |
| Participant deferral / active EE | $1,040 | $6,844-84.8% | $6,293-83.5% | $6,407-83.8% |
| Admin fee / account holder | $875 | $10,397-91.6% | $9,717-91.0% | $12,270-92.9% |