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 | $189,613-99.3% | $167,512-99.2% | $142,382-99.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.90% | 2024.68%-2020.8pp | 1615.79%-1611.9pp | 217.08%-213.2pp |
| Employer contribution / active EE | $71 | $4,349-98.4% | $3,882-98.2% | $4,299-98.4% |
| Participant deferral / active EE | $1,040 | $6,981-85.1% | $6,405-83.8% | $6,507-84.0% |
| Admin fee / account holder | $875 | $10,528-91.7% | $9,769-91.0% | $12,624-93.1% |