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 5-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 | $175,982 | $184,590-4.7% | $171,071+2.9% | $233,076-24.5% |
| Participation rate | 100.0% | 49.3%+50.7pp | 37.4%+62.6pp | 46.4%+53.6pp |
| Annual return | -3.41% | -3.76%+0.4pp | -3.19%-0.2pp | -82.66%+79.2pp |
| Employer contribution / active EE | $63,903 | $56,660+12.8% | $48,658+31.3% | $43,769+46.0% |
| Participant deferral / active EE | $0 | $287-100.0% | $273-100.0% | $103-100.0% |
| Admin fee / account holder | $1,095 | $5,685-80.7% | $5,129-78.7% | $11,204-90.2% |