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 | $89,049 | $68,985+29.1% | $1,035,159-91.4% | $105,125-15.3% |
| Participation rate | 100.0% | 26.0%+74.0pp | 49.6%+50.4pp | 14.6%+85.4pp |
| Annual return | -4.86% | -4.17%-0.7pp | -61.72%+56.9pp | 10.56%-15.4pp |
| Employer contribution / active EE | $30,467 | $16,396+85.8% | $47,703-36.1% | $13,643+123.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $13,771 | $4,705+192.7% | $5,792+137.8% | $3,354+310.6% |