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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,886 | $159,901-35.7% | $146,958-30.0% | $145,922-29.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -10.70% | 98.13%-108.8pp | 418.34%-429.0pp | 561.29%-572.0pp |
| Employer contribution / active EE | $522 | $5,286-90.1% | $4,933-89.4% | $4,660-88.8% |
| Participant deferral / active EE | $939 | $8,428-88.9% | $8,070-88.4% | $6,688-86.0% |
| Admin fee / account holder | $723 | $15,044-95.2% | $12,998-94.4% | $13,397-94.6% |