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 | $41,082 | $127,229-67.7% | $115,939-64.6% | $237,064-82.7% |
| Participation rate | 100.0% | 22.8%+77.2pp | 19.3%+80.7pp | 45.6%+54.4pp |
| Annual return | 4.96% | 3.55%+1.4pp | 3.97%+1.0pp | 4.16%+0.8pp |
| Employer contribution / active EE | $11,028 | $33,688-67.3% | $28,168-60.9% | $42,916-74.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $3,079 | $15,835-80.6% | $12,837-76.0% | $21,465-85.7% |