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 | $268 | $51,638-99.5% | $68,368-99.6% | $82,448-99.7% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 5.04% | 37.53%-32.5pp | 292.57%-287.5pp | 41.64%-36.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $232 | $2,914-92.0% | $4,123-94.4% | $4,139-94.4% |
| Admin fee / account holder | $345 | $4,643-92.6% | $5,150-93.3% | $7,234-95.2% |