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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,660 | $266,915-85.5% | $319,010-87.9% | $350,408-89.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -20.64% | 12.39%-33.0pp | 10.22%-30.9pp | -14.65%-6.0pp |
| Employer contribution / active EE | $0 | $53,680-100.0% | $51,215-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $347 | $9,726-96.4% | $10,810-96.8% | $14,631-97.6% |