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 | $91,644 | $138,977-34.1% | $151,941-39.7% | $237,064-61.3% |
| Participation rate | 100.0% | 31.6%+68.4pp | 10.6%+89.4pp | 45.6%+54.4pp |
| Annual return | 6.45% | 0.80%+5.7pp | 5.44%+1.0pp | 4.16%+2.3pp |
| Employer contribution / active EE | $31,818 | $37,563-15.3% | $25,481+24.9% | $42,916-25.9% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $626 | $8,921-93.0% | $11,765-94.7% | $21,465-97.1% |