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 | $96,598 | $425,512-77.3% | $414,698-76.7% | $417,905-76.9% |
| Participation rate | 80.0% | 53.2%+26.8pp | 46.8%+33.2pp | 39.2%+40.8pp |
| Annual return | 11.65% | 8.74%+2.9pp | 8.80%+2.8pp | 13.91%-2.3pp |
| Employer contribution / active EE | $20,000 | $30,619-34.7% | $29,429-32.0% | $35,282-43.3% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $531 | $11,649-95.4% | $10,933-95.1% | $41,846-98.7% |