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 | $113,333 | $149,104-24.0% | $144,462-21.5% | $248,183-54.3% |
| Participation rate | 100.0% | 33.7%+66.3pp | 11.7%+88.3pp | 45.9%+54.1pp |
| Annual return | 12.41% | 5.28%+7.1pp | 16.78%-4.4pp | 10.21%+2.2pp |
| Employer contribution / active EE | $22,727 | $35,590-36.1% | $26,328-13.7% | $42,272-46.2% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $1,017 | $24,636-95.9% | $20,893-95.1% | $13,518-92.5% |