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 | $158,187 | $354,213-55.3% | $568,132-72.2% | $254,542-37.9% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.4%+52.6pp |
| Annual return | 19.79% | 12.49%+7.3pp | 14.64%+5.1pp | 12.16%+7.6pp |
| Employer contribution / active EE | $16,667 | $52,238-68.1% | $41,831-60.2% | $44,746-62.8% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $1,528 | $5,274-71.0% | $36,942-95.9% | $17,640-91.3% |