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 | $23,731 | $106,749-77.8% | $145,433-83.7% | $82,448-71.2% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 17.33% | 27.59%-10.3pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $57 | $3,444-98.3% | $4,554-98.8% | $2,551-97.8% |
| Participant deferral / active EE | $2,004 | $6,519-69.3% | $7,897-74.6% | $4,139-51.6% |
| Admin fee / account holder | $398 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |