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 | $51,493 | $1,573,701-96.7% | $422,209-87.8% | $282,865-81.8% |
| Participation rate | 100.0% | 8.3%+91.7pp | 23.3%+76.7pp | 12.4%+87.6pp |
| Annual return | -2.19% | 9.74%-11.9pp | 12.68%-14.9pp | 9.89%-12.1pp |
| Employer contribution / active EE | $12,642 | $15,597-18.9% | $41,588-69.6% | $14,313-11.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $62-100.0% |
| Admin fee / account holder | $3,677 | $46,974-92.2% | $10,609-65.3% | $9,084-59.5% |