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 | $42,710 | $133,922-68.1% | $116,228-63.3% | $142,382-70.0% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 4.86% | 147.76%-142.9pp | 90.06%-85.2pp | 217.08%-212.2pp |
| Employer contribution / active EE | $536 | $3,446-84.5% | $2,994-82.1% | $4,299-87.5% |
| Participant deferral / active EE | $706 | $5,672-87.6% | $4,953-85.7% | $6,507-89.1% |
| Admin fee / account holder | $27,854 | $14,945+86.4% | $11,989+132.3% | $12,624+120.6% |