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 4-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 | $119,331 | $71,025+68.0% | $219,466-45.6% | $52,729+126.3% |
| Participation rate | 100.0% | 32.7%+67.3pp | 44.6%+55.4pp | 12.6%+87.4pp |
| Annual return | 7.78% | 4.87%+2.9pp | 5.00%+2.8pp | 4.56%+3.2pp |
| Employer contribution / active EE | $15,588 | $14,613+6.7% | $35,918-56.6% | $15,526+0.4% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $1,016 | $1,874-45.8% | $13,204-92.3% | $1,711-40.6% |