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 | $101,089 | $74,888+35.0% | $71,209+42.0% | $142,382-29.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -59.17% | 345.14%-404.3pp | 282.51%-341.7pp | 217.08%-276.2pp |
| Employer contribution / active EE | $24 | $2,854-99.2% | $2,721-99.1% | $4,299-99.4% |
| Participant deferral / active EE | $48 | $4,454-98.9% | $4,175-98.9% | $6,507-99.3% |
| Admin fee / account holder | $495 | $5,568-91.1% | $5,349-90.7% | $12,624-96.1% |