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 | $132,634-67.8% | $115,768-63.1% | $137,256-68.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.4%+7.4pp | 80.0%+1.9pp |
| Annual return | 4.86% | 160.70%-155.8pp | 100.46%-95.6pp | 220.34%-215.5pp |
| Employer contribution / active EE | $536 | $3,360-84.1% | $2,940-81.8% | $4,156-87.1% |
| Participant deferral / active EE | $706 | $5,619-87.4% | $4,917-85.6% | $6,407-89.0% |
| Admin fee / account holder | $27,854 | $15,028+85.3% | $12,439+123.9% | $12,270+127.0% |