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 | $232,598 | $282,126-17.6% | $282,126-17.6% | $254,510-8.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 41.9%+58.1pp | 43.0%+57.0pp |
| Annual return | 6.40% | 1315.74%-1309.3pp | 1087.39%-1081.0pp | 259.13%-252.7pp |
| Employer contribution / active EE | $100,000 | $46,882+113.3% | $42,245+136.7% | $41,469+141.1% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $1,184 | $2,639-55.2% | $2,639-55.2% | $21,546-94.5% |