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 | $108,912+127.3% | $100,383+146.6% | $145,959+69.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.41% | 57.96%-45.6pp | 49.26%-36.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $27 | $4,423-99.4% | $3,944-99.3% | $4,661-99.4% |
| Participant deferral / active EE | $34 | $8,451-99.6% | $8,086-99.6% | $6,689-99.5% |
| Admin fee / account holder | $87,044 | $9,690+798.3% | $7,900+1001.8% | $13,398+549.7% |