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 4-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 | $69,084 | $344,948-80.0% | $334,201-79.3% | $338,187-79.6% |
| Participation rate | 75.0% | 51.8%+23.2pp | 43.9%+31.1pp | 44.0%+31.0pp |
| Annual return | 16.35% | 10.03%+6.3pp | 9.84%+6.5pp | 13.05%+3.3pp |
| Employer contribution / active EE | $25,000 | $31,905-21.6% | $30,320-17.5% | $37,639-33.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $700 | $59,591-98.8% | $53,213-98.7% | $30,864-97.7% |