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 | $62,959 | $209,336-69.9% | $197,124-68.1% | $137,256-54.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,043 | $6,591-84.2% | $6,227-83.3% | $4,156-74.9% |
| Participant deferral / active EE | $1,710 | $9,614-82.2% | $9,135-81.3% | $6,407-73.3% |
| Admin fee / account holder | $635 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |