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 | $1,481 | $177,572-99.2% | $154,803-99.0% | $142,382-99.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.82% | 65.07%-60.2pp | 58.88%-54.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $276 | $4,810-94.3% | $4,305-93.6% | $4,299-93.6% |
| Participant deferral / active EE | $603 | $6,272-90.4% | $5,540-89.1% | $6,507-90.7% |
| Admin fee / account holder | $2,575 | $16,786-84.7% | $14,329-82.0% | $12,624-79.6% |