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 | $127,124 | $63,154+101.3% | $198,173-35.9% | $46,757+171.9% |
| Participation rate | 100.0% | 20.8%+79.2pp | 42.0%+58.0pp | 11.3%+88.7pp |
| Annual return | 9.65% | 9.55%+0.1pp | 10.16%-0.5pp | 10.41%-0.8pp |
| Employer contribution / active EE | $16,148 | $14,371+12.4% | $33,192-51.4% | $14,691+9.9% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $676 | $5,973-88.7% | $7,531-91.0% | $2,646-74.5% |