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 8-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 | $19,364 | $105,260-81.6% | $105,260-81.6% | $248,183-92.2% |
| Participation rate | 100.0% | 34.5%+65.5pp | 21.7%+78.3pp | 45.9%+54.1pp |
| Annual return | 0.00% | 8.44%-8.4pp | 9.21%-9.2pp | 10.21%-10.2pp |
| Employer contribution / active EE | $35,548 | $42,612-16.6% | $35,088+1.3% | $42,272-15.9% |
| Participant deferral / active EE | $0 | $136-100.0% | $163-100.0% | $121-100.0% |
| Admin fee / account holder | $10,538 | $4,019+162.2% | $4,019+162.2% | $13,518-22.0% |