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 | $72,071+40.3% | $68,368+47.9% | $137,256-26.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -59.17% | 353.14%-412.3pp | 292.57%-351.7pp | 220.34%-279.5pp |
| Employer contribution / active EE | $24 | $2,788-99.1% | $2,649-99.1% | $4,156-99.4% |
| Participant deferral / active EE | $48 | $4,410-98.9% | $4,123-98.8% | $6,407-99.3% |
| Admin fee / account holder | $495 | $5,336-90.7% | $5,150-90.4% | $12,270-96.0% |