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 9-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 | $148,957 | $331,632-55.1% | $331,632-55.1% | $287,075-48.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 48.3%+51.7pp | 55.8%+44.2pp |
| Annual return | 116.28% | 10.22%+106.1pp | 10.59%+105.7pp | 24.42%+91.9pp |
| Employer contribution / active EE | $38,500 | $49,235-21.8% | $43,976-12.5% | $41,338-6.9% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $242,160 | $25,063+866.2% | $25,063+866.2% | $22,079+996.8% |