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 | $598 | $159,602-99.6% | $150,045-99.6% | $142,382-99.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -191.38% | 70.24%-261.6pp | 62.55%-253.9pp | 217.08%-408.5pp |
| Employer contribution / active EE | $849 | $4,961-82.9% | $4,693-81.9% | $4,299-80.3% |
| Participant deferral / active EE | $1,302 | $8,310-84.3% | $7,997-83.7% | $6,507-80.0% |
| Admin fee / account holder | $1,336 | $14,846-91.0% | $13,435-90.1% | $12,624-89.4% |