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 | $64,321 | $235,493-72.7% | $235,493-72.7% | $350,408-81.6% |
| Participation rate | 95.5% | 59.1%+36.4pp | 24.6%+70.8pp | 44.4%+51.0pp |
| Annual return | -9.98% | -5.95%-4.0pp | -6.07%-3.9pp | -14.65%+4.7pp |
| Employer contribution / active EE | $12,522 | $44,275-71.7% | $37,389-66.5% | $46,320-73.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $951 | $12,327-92.3% | $12,327-92.3% | $14,631-93.5% |