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 | $65,045 | $162,281-59.9% | $362,723-82.1% | $254,542-74.4% |
| Participation rate | 88.9% | 49.4%+39.5pp | 38.2%+50.7pp | 47.4%+41.5pp |
| Annual return | 13.70% | 10.22%+3.5pp | 10.56%+3.1pp | 12.16%+1.5pp |
| Employer contribution / active EE | $17,778 | $37,390-52.5% | $30,197-41.1% | $44,746-60.3% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $679 | $1,182-42.5% | $2,168-68.7% | $17,640-96.1% |