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 4-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 | $172,808 | $417,381-58.6% | $417,381-58.6% | $338,187-48.9% |
| Participation rate | 81.8% | 47.0%+34.8pp | 28.2%+53.6pp | 44.0%+37.9pp |
| Annual return | 10.47% | 4.96%+5.5pp | 5.83%+4.6pp | 13.05%-2.6pp |
| Employer contribution / active EE | $19,502 | $45,572-57.2% | $38,352-49.1% | $37,639-48.2% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $49-100.0% |
| Admin fee / account holder | $1,128 | $6,587-82.9% | $6,587-82.9% | $30,864-96.3% |