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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,549 | $118,450+101.4% | $98,439+142.3% | $139,434+71.1% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $497 | $3,609-86.2% | $3,048-83.7% | $4,751-89.5% |
| Participant deferral / active EE | $830 | $5,392-84.6% | $4,738-82.5% | $6,710-87.6% |
| Admin fee / account holder | $679 | $14,026-95.2% | $8,948-92.4% | $11,403-94.0% |