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.)
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 | $199,805 | $181,069+10.3% | $179,713+11.2% | $254,542-21.5% |
| Participation rate | 100.0% | 43.8%+56.2pp | 31.2%+68.8pp | 47.4%+52.6pp |
| Annual return | 7.93% | 7.09%+0.8pp | 8.22%-0.3pp | 12.16%-4.2pp |
| Employer contribution / active EE | $100,000 | $53,926+85.4% | $46,636+114.4% | $44,746+123.5% |
| Participant deferral / active EE | $0 | $1,804-100.0% | $1,719-100.0% | $170-100.0% |
| Admin fee / account holder | $981 | $1,491-34.2% | $1,392-29.6% | $17,640-94.4% |