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 | $19,435 | $47,409-59.0% | $213,834-90.9% | $107,032-81.8% |
| Participation rate | 100.0% | 7.1%+92.9pp | 12.3%+87.7pp | 9.9%+90.1pp |
| Annual return | -14.79% | -3.51%-11.3pp | -5.16%-9.6pp | -5.25%-9.5pp |
| Employer contribution / active EE | $7,848 | $11,313-30.6% | $31,020-74.7% | $15,166-48.3% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $839 | $297+182.5% | $2,852-70.6% | $3,859-78.3% |