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 | $3,322 | $178,174-98.1% | $156,181-97.9% | $137,256-97.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | -26.14% | 84.19%-110.3pp | 64.87%-91.0pp | 220.34%-246.5pp |
| Employer contribution / active EE | $663 | $4,972-86.7% | $4,294-84.6% | $4,156-84.1% |
| Participant deferral / active EE | $1,325 | $6,888-80.8% | $6,132-78.4% | $6,407-79.3% |
| Admin fee / account holder | $678 | $17,404-96.1% | $14,586-95.4% | $12,270-94.5% |