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 | $55,019 | $468,422-88.3% | $468,422-88.3% | $338,187-83.7% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 44.0%+56.0pp |
| Annual return | 13.14% | 6.30%+6.8pp | 6.74%+6.4pp | 13.05%+0.1pp |
| Employer contribution / active EE | $1,375 | $48,167-97.1% | $43,780-96.9% | $37,639-96.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $675 | $1,988-66.0% | $1,988-66.0% | $30,864-97.8% |