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.
See the 10-year trajectory. $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.
See 1 actuary disclosure. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,640 | $224,072+7.4% | $220,428+9.2% | $254,510-5.4% |
| Participation rate | 80.0% | 49.1%+30.9pp | 43.5%+36.5pp | 43.0%+37.0pp |
| Annual return | 14.23% | 99.73%-85.5pp | 90.60%-76.4pp | 259.13%-244.9pp |
| Employer contribution / active EE | $48,918 | $35,076+39.5% | $32,727+49.5% | $41,469+18.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $1,074 | $13,610-92.1% | $12,805-91.6% | $21,546-95.0% |