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 | $247,530 | $108,919+127.3% | $100,391+146.6% | $145,922+69.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.41% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $27 | $4,419-99.4% | $3,942-99.3% | $4,660-99.4% |
| Participant deferral / active EE | $34 | $8,445-99.6% | $8,082-99.6% | $6,688-99.5% |
| Admin fee / account holder | $87,044 | $9,689+798.4% | $7,899+1001.9% | $13,397+549.7% |