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 | $194,789 | $268,676-27.5% | $268,676-27.5% | $350,408-44.4% |
| Participation rate | 100.0% | 55.0%+45.0pp | 37.9%+62.1pp | 44.4%+55.6pp |
| Annual return | -19.65% | -11.17%-8.5pp | -10.68%-9.0pp | -14.65%-5.0pp |
| Employer contribution / active EE | $25,000 | $55,905-55.3% | $48,995-49.0% | $46,320-46.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $2,161 | $4,366-50.5% | $4,366-50.5% | $14,631-85.2% |