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 | $165,469 | $57,823+186.2% | $56,546+192.6% | $350,408-52.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 50.6%+49.4pp | 44.4%+55.6pp |
| Annual return | -14.15% | -10.39%-3.8pp | -11.22%-2.9pp | -14.65%+0.5pp |
| Employer contribution / active EE | $44,500 | $40,078+11.0% | $32,882+35.3% | $46,320-3.9% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $471 | $1,766-73.4% | $1,473-68.1% | $14,631-96.8% |