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 | $1,711 | $179,726-99.0% | $156,263-98.9% | $142,382-98.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -23.38% | 77.86%-101.2pp | 59.47%-82.8pp | 217.08%-240.5pp |
| Employer contribution / active EE | $525 | $5,069-89.6% | $4,333-87.9% | $4,299-87.8% |
| Participant deferral / active EE | $1,570 | $6,956-77.4% | $6,158-74.5% | $6,507-75.9% |
| Admin fee / account holder | $745 | $17,272-95.7% | $14,255-94.8% | $12,624-94.1% |