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 | $70,867 | $297,529-76.2% | $246,525-71.3% | $357,791-80.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 7.65% | -2.25%+9.9pp | 0.46%+7.2pp | 396.79%-389.1pp |
| Employer contribution / active EE | $2,305 | $8,709-73.5% | $7,467-69.1% | $7,508-69.3% |
| Participant deferral / active EE | $1,229 | $6,076-79.8% | $5,422-77.3% | $5,521-77.7% |
| Admin fee / account holder | $1,146 | $16,212-92.9% | $16,551-93.1% | $28,387-96.0% |