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 | $288,797-75.5% | $239,577-70.4% | $382,429-81.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 7.65% | -3.30%+11.0pp | -0.70%+8.4pp | 248.85%-241.2pp |
| Employer contribution / active EE | $2,305 | $8,558-73.1% | $7,232-68.1% | $8,036-71.3% |
| Participant deferral / active EE | $1,229 | $6,420-80.9% | $5,676-78.4% | $5,727-78.5% |
| Admin fee / account holder | $1,146 | $18,649-93.9% | $19,315-94.1% | $30,732-96.3% |