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 | $224,644 | $218,893+2.6% | $436,953-48.6% | $233,076-3.6% |
| Participation rate | 71.4% | 49.9%+21.5pp | 44.2%+27.3pp | 46.4%+25.1pp |
| Annual return | -5.96% | -114.97%+109.0pp | -102.03%+96.1pp | -82.66%+76.7pp |
| Employer contribution / active EE | $16,891 | $39,358-57.1% | $36,229-53.4% | $43,769-61.4% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $2,547 | $11,759-78.3% | $12,721-80.0% | $11,204-77.3% |