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.)
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 | $4,172 | $68,719-93.9% | $91,541-95.4% | $84,808-95.1% |
| Participation rate | 97.5% | 64.5%+33.0pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 18.72% | 19.12%-0.4pp | 20.50%-1.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $318 | $1,920-83.4% | $2,505-87.3% | $2,631-87.9% |
| Participant deferral / active EE | $116 | $3,136-96.3% | $4,008-97.1% | $4,212-97.2% |
| Admin fee / account holder | $320 | $5,786-94.5% | $6,956-95.4% | $7,344-95.6% |